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 | $2,040 |
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 | $221,408 | $80,753+174.2% | $136,294+62.4% | $62,292+255.4% |
| Participation rate | 96.2% | 73.5%+22.7pp | 81.9%+14.3pp | 69.5%+26.7pp |
| Annual return | 18.66% | 35.83%-17.2pp | 5155.94%-5137.3pp | 28.90%-10.2pp |
| Employer contribution / active EE | $12,848 | $2,884+345.5% | $4,695+173.6% | $2,042+529.1% |
| Participant deferral / active EE | $12,161 | $5,164+135.5% | $6,247+94.7% | $3,169+283.7% |
| Admin fee / account holder | $4 | $525-99.3% | $9,243-100.0% | $479-99.3% |