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 10-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,473 |
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 | $137,355 | $56,199+144.4% | $67,652+103.0% | $59,632+130.3% |
| Participation rate | 96.6% | 71.5%+25.1pp | 75.7%+20.9pp | 68.7%+27.9pp |
| Annual return | -0.90% | 18505.31%-18506.2pp | 6625.04%-6625.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,974 | $1,614+22.3% | $2,266-12.9% | $2,203-10.4% |
| Participant deferral / active EE | $4,165 | $2,844+46.5% | $3,560+17.0% | $3,192+30.5% |
| Admin fee / account holder | $106 | $3,958-97.3% | $4,821-97.8% | $4,297-97.5% |