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 | $48,664 |
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 | $117,548 | $85,635+37.3% | $123,892-5.1% | $63,975+83.7% |
| Participation rate | 97.9% | 74.9%+23.0pp | 81.4%+16.5pp | 71.1%+26.8pp |
| Annual return | 7.82% | 15.74%-7.9pp | 47.52%-39.7pp | 48.65%-40.8pp |
| Employer contribution / active EE | $2,572 | $3,076-16.4% | $4,617-44.3% | $2,182+17.9% |
| Participant deferral / active EE | $8,566 | $5,667+51.2% | $5,984+43.1% | $3,356+155.2% |
| Admin fee / account holder | $14 | $75-81.5% | $8,357-99.8% | $70-80.4% |