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 | $2,500 |
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 | $199,603 | $75,388+164.8% | $123,544+61.6% | $55,725+258.2% |
| Participation rate | 71.6% | 75.7%-4.1pp | 82.3%-10.7pp | 70.9%+0.7pp |
| Annual return | -2.31% | 4.48%-6.8pp | 119.20%-121.5pp | 244.93%-247.2pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $8,926 | $5,651+58.0% | $6,426+38.9% | $3,356+166.0% |
| Admin fee / account holder | $4 | $120-96.6% | $9,284-100.0% | $115-96.4% |