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 | $915 |
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 | $51,818 | $99,957-48.2% | $149,696-65.4% | $73,488-29.5% |
| Participation rate | 81.4% | 75.7%+5.7pp | 82.5%-1.1pp | 70.7%+10.7pp |
| Annual return | 29.59% | 53.87%-24.3pp | 276.60%-247.0pp | 28.51%+1.1pp |
| Employer contribution / active EE | $2,925 | $3,191-8.4% | $4,644-37.0% | $2,270+28.8% |
| Participant deferral / active EE | $9,933 | $6,073+63.6% | $6,842+45.2% | $3,740+165.6% |
| Admin fee / account holder | $7 | $551-98.8% | $9,309-99.9% | $513-98.7% |