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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,740 |
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 | $147,058 | $67,606+117.5% | $82,313+78.7% | $70,131+109.7% |
| Participation rate | 98.7% | 72.8%+25.9pp | 76.9%+21.8pp | 69.5%+29.1pp |
| Annual return | 14.02% | 21.57%-7.5pp | 25.88%-11.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,935 | $1,755+10.2% | $2,428-20.3% | $2,342-17.4% |
| Participant deferral / active EE | $3,865 | $2,987+29.4% | $3,706+4.3% | $3,332+16.0% |
| Admin fee / account holder | $103 | $4,512-97.7% | $5,608-98.2% | $4,645-97.8% |