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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,369 |
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 | $145,794 | $72,177+102.0% | $115,037+26.7% | $59,632+144.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.35% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $4,487 | $2,841+57.9% | $4,608-2.6% | $2,203+103.7% |
| Participant deferral / active EE | $8,713 | $4,783+82.2% | $6,026+44.6% | $3,192+173.0% |
| Admin fee / account holder | $11 | $4,927-99.8% | $8,175-99.9% | $4,297-99.7% |