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 | $34,974 |
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 | $73,875 | $65,223+13.3% | $80,019-7.7% | $55,725+32.6% |
| Participation rate | 84.3% | 80.6%+3.8pp | 75.8%+8.5pp | 70.9%+13.5pp |
| Annual return | -5.21% | 7.59%-12.8pp | 11.22%-16.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,825 | $2,544-28.3% | $2,468-26.0% | $2,078-12.2% |
| Participant deferral / active EE | $3,571 | $3,881-8.0% | $3,686-3.1% | $3,356+6.4% |
| Admin fee / account holder | $62 | $114-45.3% | $6,521-99.0% | $115-45.8% |