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 | $2,148 |
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 | $26,324 | $89,652-70.6% | $141,162-81.4% | $65,185-59.6% |
| Participation rate | 91.5% | 74.7%+16.8pp | 82.5%+9.0pp | 70.2%+21.3pp |
| Annual return | 30.67% | 32.79%-2.1pp | 71.39%-40.7pp | 29.38%+1.3pp |
| Employer contribution / active EE | $3,323 | $3,065+8.4% | $4,735-29.8% | $2,177+52.7% |
| Participant deferral / active EE | $5,811 | $5,691+2.1% | $6,709-13.4% | $3,514+65.4% |
| Admin fee / account holder | $8 | $569-98.6% | $10,261-99.9% | $847-99.1% |