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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,157 |
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 | $170,719 | $80,177+112.9% | $123,892+37.8% | $57,658+196.1% |
| Participation rate | 95.4% | 74.4%+21.0pp | 81.4%+14.0pp | 70.2%+25.2pp |
| Annual return | 7.73% | 17.90%-10.2pp | 47.52%-39.8pp | 5.13%+2.6pp |
| Employer contribution / active EE | $3,798 | $2,913+30.4% | $4,617-17.7% | $1,974+92.4% |
| Participant deferral / active EE | $9,081 | $5,130+77.0% | $5,984+51.7% | $3,061+196.7% |
| Admin fee / account holder | $56 | $106-47.4% | $8,357-99.3% | $95-40.8% |