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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $54,998 |
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 | $125,609 | $75,388+66.6% | $123,544+1.7% | $55,725+125.4% |
| Participation rate | 95.6% | 75.7%+20.0pp | 82.3%+13.3pp | 70.9%+24.8pp |
| Annual return | 10.30% | 4.48%+5.8pp | 119.20%-108.9pp | 244.93%-234.6pp |
| Employer contribution / active EE | $2,639 | $3,063-13.9% | $4,628-43.0% | $2,078+27.0% |
| Participant deferral / active EE | $5,221 | $5,651-7.6% | $6,426-18.7% | $3,356+55.6% |
| Admin fee / account holder | $86 | $120-28.3% | $9,284-99.1% | $115-25.4% |