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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,834 |
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 | $73,952 | $55,453+33.4% | $170,442-56.6% | $62,292+18.7% |
| Participation rate | 96.4% | 66.4%+30.1pp | 83.6%+12.8pp | 69.5%+26.9pp |
| Annual return | 21.28% | 21.38%-0.1pp | 205.93%-184.7pp | 28.90%-7.6pp |
| Employer contribution / active EE | $5,493 | $2,164+153.9% | $5,433+1.1% | $2,042+169.0% |
| Participant deferral / active EE | $3,381 | $2,303+46.8% | $4,939-31.6% | $3,169+6.7% |
| Admin fee / account holder | $67 | $455-85.2% | $13,880-99.5% | $479-85.9% |