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 | $2,200 |
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 | $166,073 | $76,552+116.9% | $123,892+34.0% | $62,891+164.1% |
| Participation rate | 93.1% | 73.0%+20.1pp | 81.4%+11.6pp | 69.3%+23.7pp |
| Annual return | 8.33% | 18.68%-10.3pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,944 | $2,883-32.5% | $4,617-57.9% | $2,281-14.8% |
| Participant deferral / active EE | $9,819 | $4,840+102.9% | $5,984+64.1% | $3,203+206.5% |
| Admin fee / account holder | $12 | $4,826-99.8% | $8,357-99.9% | $4,296-99.7% |