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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,785 |
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 | $116,158 | $69,159+68.0% | $125,175-7.2% | $67,579+71.9% |
| Participation rate | 99.4% | 78.2%+21.2pp | 79.8%+19.6pp | 71.3%+28.1pp |
| Annual return | 19.24% | 27.12%-7.9pp | 43.79%-24.5pp | 378.56%-359.3pp |
| Employer contribution / active EE | $2,952 | $2,023+45.9% | $3,865-23.6% | $2,148+37.5% |
| Participant deferral / active EE | $5,016 | $3,700+35.6% | $4,937+1.6% | $3,539+41.7% |
| Admin fee / account holder | $18 | $142-87.2% | $9,702-99.8% | $142-87.3% |