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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,066 |
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 | $24,942 | $80,753-69.1% | $136,294-81.7% | $62,292-60.0% |
| Participation rate | 87.9% | 73.5%+14.4pp | 81.9%+6.0pp | 69.5%+18.4pp |
| Annual return | 28.87% | 35.83%-7.0pp | 5155.94%-5127.1pp | 28.90%0pp |
| Employer contribution / active EE | $2,997 | $2,884+3.9% | $4,695-36.2% | $2,042+46.7% |
| Participant deferral / active EE | $5,422 | $5,164+5.0% | $6,247-13.2% | $3,169+71.1% |
| Admin fee / account holder | $8 | $525-98.6% | $9,243-99.9% | $479-98.4% |