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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
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 | $153,485 | $55,449+176.8% | $83,848+83.1% | $56,287+172.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -3.06% | -1.38%-1.7pp | 850.88%-853.9pp | -9.96%+6.9pp |
| Employer contribution / active EE | $3,289 | $2,430+35.3% | $3,631-9.4% | $2,111+55.8% |
| Participant deferral / active EE | $6,087 | $2,935+107.4% | $4,082+49.1% | $3,350+81.7% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |