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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $382 |
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 | $140,953 | $100,801+39.8% | $149,696-5.8% | $73,409+92.0% |
| Participation rate | 79.3% | 77.7%+1.6pp | 82.5%-3.2pp | 72.2%+7.1pp |
| Annual return | 24.60% | 265.34%-240.7pp | 276.60%-252.0pp | 59.29%-34.7pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $13,811 | $6,404+115.6% | $6,842+101.9% | $3,805+262.9% |
| Admin fee / account holder | $0 | $181-99.8% | $9,309-100.0% | $158-99.7% |