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 | $3,225 |
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 | $169,797 | $80,177+111.8% | $123,892+37.1% | $57,658+194.5% |
| Participation rate | 71.4% | 74.4%-3.1pp | 81.4%-10.0pp | 70.2%+1.2pp |
| Annual return | 10.65% | 17.90%-7.3pp | 47.52%-36.9pp | 5.13%+5.5pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $7,606 | $5,130+48.3% | $5,984+27.1% | $3,061+148.5% |
| Admin fee / account holder | $5 | $106-95.6% | $8,357-99.9% | $95-95.0% |