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 | $1,544 |
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 | $190,136 | $85,766+121.7% | $136,294+39.5% | $70,131+171.1% |
| Participation rate | 94.6% | 74.2%+20.4pp | 81.9%+12.7pp | 69.5%+25.1pp |
| Annual return | 16.13% | 31.45%-15.3pp | 5155.94%-5139.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $4,054 | $2,966+36.7% | $4,695-13.7% | $2,342+73.1% |
| Participant deferral / active EE | $8,925 | $5,051+76.7% | $6,247+42.9% | $3,332+167.9% |
| Admin fee / account holder | $11 | $5,420-99.8% | $9,243-99.9% | $4,645-99.8% |