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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $211,946 |
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 | $177,343 | $127,481+39.1% | $149,696+18.5% | $90,288+96.4% |
| Participation rate | 97.3% | 78.2%+19.0pp | 82.5%+14.8pp | 73.4%+23.9pp |
| Annual return | 18.61% | 57.78%-39.2pp | 276.60%-258.0pp | 53.97%-35.4pp |
| Employer contribution / active EE | $2,464 | $3,448-28.5% | $4,644-46.9% | $2,524-2.4% |
| Participant deferral / active EE | $10,856 | $6,975+55.6% | $6,842+58.7% | $4,232+156.5% |
| Admin fee / account holder | $66 | $152-56.4% | $9,309-99.3% | $114-42.0% |