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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $890 |
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 | $86,970 | $80,753+7.7% | $136,294-36.2% | $62,292+39.6% |
| Participation rate | 97.2% | 73.5%+23.6pp | 81.9%+15.2pp | 69.5%+27.7pp |
| Annual return | 15.99% | 35.83%-19.8pp | 5155.94%-5139.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $12,202 | $5,164+136.3% | $6,247+95.3% | $3,169+285.0% |
| Admin fee / account holder | $1 | $525-99.8% | $9,243-100.0% | $479-99.8% |