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 | $2,650 |
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 | $247,039 | $88,122+180.3% | $141,162+75.0% | $67,579+265.6% |
| Participation rate | 73.0% | 76.5%-3.5pp | 82.5%-9.5pp | 71.3%+1.7pp |
| Annual return | 24.58% | 75.40%-50.8pp | 71.39%-46.8pp | 378.56%-354.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $9,492 | $5,958+59.3% | $6,709+41.5% | $3,539+168.2% |
| Admin fee / account holder | $4 | $131-97.0% | $10,261-100.0% | $142-97.2% |