See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $70,986 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,017 | $85,635+7.5% | $123,892-25.7% | $63,975+43.8% |
| Participation rate | 89.4% | 74.9%+14.5pp | 81.4%+8.0pp | 71.1%+18.3pp |
| Annual return | 8.21% | 15.74%-7.5pp | 47.52%-39.3pp | 48.65%-40.4pp |
| Employer contribution / active EE | $4,828 | $3,076+56.9% | $4,617+4.6% | $2,182+121.3% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $51 | $75-32.4% | $8,357-99.4% | $70-28.1% |