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 | $2,160 |
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 | $37,563 | $66,310-43.4% | $93,606-59.9% | $65,185-42.4% |
| Participation rate | 73.9% | 74.0%0pp | 75.8%-1.9pp | 70.2%+3.7pp |
| Annual return | 20.12% | 42.58%-22.5pp | 32.76%-12.6pp | 29.38%-9.3pp |
| Employer contribution / active EE | $2,057 | $2,012+2.2% | $2,718-24.3% | $2,177-5.5% |
| Participant deferral / active EE | $2,167 | $3,342-35.2% | $4,069-46.7% | $3,514-38.3% |
| Admin fee / account holder | $15 | $6,897-99.8% | $7,888-99.8% | $847-98.2% |