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 | $2,800 |
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 | $204,078 | $155,795+31.0% | $136,294+49.7% | $69,631+193.1% |
| Participation rate | 73.3% | 75.2%-2.0pp | 81.9%-8.7pp | 70.7%+2.6pp |
| Annual return | 21.82% | 232464.33%-232442.5pp | 5155.94%-5134.1pp | 27571.02%-27549.2pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $8,484 | $5,394+57.3% | $6,247+35.8% | $3,224+163.2% |
| Admin fee / account holder | $5 | $128-96.1% | $9,243-99.9% | $110-95.5% |