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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $750 |
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 | $94,815 | $75,388+25.8% | $123,544-23.3% | $55,725+70.1% |
| Participation rate | 73.5% | 75.7%-2.2pp | 82.3%-8.8pp | 70.9%+2.6pp |
| Annual return | -5.73% | 4.48%-10.2pp | 119.20%-124.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $10,927 | $5,651+93.4% | $6,426+70.1% | $3,356+225.6% |
| Admin fee / account holder | $1 | $120-99.1% | $9,284-100.0% | $115-99.1% |