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.5+ 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 | $114,756 | $88,122+30.2% | $141,162-18.7% | $67,579+69.8% |
| Participation rate | 77.2% | 76.5%+0.8pp | 82.5%-5.3pp | 71.3%+5.9pp |
| Annual return | 28.59% | 75.40%-46.8pp | 71.39%-42.8pp | 378.56%-350.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $11,798 | $5,958+98.0% | $6,709+75.9% | $3,539+233.4% |
| Admin fee / account holder | $1 | $131-99.3% | $10,261-100.0% | $142-99.4% |