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 6-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 | $2,315 |
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 | $39,160 | $66,813-41.4% | $100,516-61.0% | $73,488-46.7% |
| Participation rate | 81.3% | 77.5%+3.8pp | 79.4%+1.9pp | 70.7%+10.6pp |
| Annual return | 29.60% | 25.70%+3.9pp | 30.89%-1.3pp | 28.51%+1.1pp |
| Employer contribution / active EE | $1,419 | $2,147-33.9% | $3,418-58.5% | $2,270-37.5% |
| Participant deferral / active EE | $12,370 | $5,883+110.3% | $6,270+97.3% | $3,740+230.8% |
| Admin fee / account holder | $8 | $512-98.4% | $8,081-99.9% | $513-98.4% |