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 9-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 | $13,526 |
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 | $36,782 | $100,801-63.5% | $149,696-75.4% | $73,409-49.9% |
| Participation rate | 79.6% | 77.7%+1.9pp | 82.5%-2.9pp | 72.2%+7.5pp |
| Annual return | 36.57% | 265.34%-228.8pp | 276.60%-240.0pp | 59.29%-22.7pp |
| Employer contribution / active EE | $2,404 | $3,312-27.4% | $4,644-48.2% | $2,234+7.6% |
| Participant deferral / active EE | $7,557 | $6,404+18.0% | $6,842+10.5% | $3,805+98.6% |
| Admin fee / account holder | $48 | $181-73.7% | $9,309-99.5% | $158-69.8% |