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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,606 |
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 | $90,060 | $66,813+34.8% | $100,516-10.4% | $73,488+22.6% |
| Participation rate | 81.8% | 77.5%+4.3pp | 79.4%+2.4pp | 70.7%+11.1pp |
| Annual return | 14.85% | 25.70%-10.8pp | 30.89%-16.0pp | 28.51%-13.7pp |
| Employer contribution / active EE | $2,484 | $2,147+15.7% | $3,418-27.3% | $2,270+9.4% |
| Participant deferral / active EE | $8,953 | $5,883+52.2% | $6,270+42.8% | $3,740+139.4% |
| Admin fee / account holder | $84 | $512-83.6% | $8,081-99.0% | $513-83.6% |