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 | $7,255 |
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 | $67,378 | $63,924+5.4% | $108,579-37.9% | $55,167+22.1% |
| Participation rate | 80.3% | 74.3%+5.9pp | 79.6%+0.7pp | 69.0%+11.3pp |
| Annual return | 9.21% | 15.31%-6.1pp | -51.70%+60.9pp | 169.23%-160.0pp |
| Employer contribution / active EE | $4,912 | $1,879+161.4% | $3,758+30.7% | $1,963+150.3% |
| Participant deferral / active EE | $3,128 | $3,067+2.0% | $4,311-27.4% | $3,054+2.4% |
| Admin fee / account holder | $54 | $618-91.2% | $7,645-99.3% | $504-89.3% |