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 | $650 |
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 | $106,919 | $80,753+32.4% | $136,294-21.6% | $62,292+71.6% |
| Participation rate | 80.0% | 73.5%+6.5pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 23.79% | 35.83%-12.0pp | 5155.94%-5132.1pp | 28.90%-5.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $11,392 | $5,164+120.6% | $6,247+82.3% | $3,169+259.5% |
| Admin fee / account holder | $1 | $525-99.8% | $9,243-100.0% | $479-99.8% |