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 | $9,051 |
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 | $99,228 | $65,118+52.4% | $76,768+29.3% | $55,725+78.1% |
| Participation rate | 99.4% | 79.6%+19.8pp | 77.0%+22.4pp | 70.9%+28.6pp |
| Annual return | 1.89% | -1.27%+3.2pp | 2.43%-0.5pp | 244.93%-243.0pp |
| Employer contribution / active EE | $4,802 | $1,941+147.4% | $2,485+93.2% | $2,078+131.1% |
| Participant deferral / active EE | $5,757 | $3,688+56.1% | $3,852+49.5% | $3,356+71.6% |
| Admin fee / account holder | $3 | $116-97.5% | $6,675-100.0% | $115-97.5% |