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.2 years Service code 63 · EIN 23-1945930 | 12b-1 Fees | $1,200 |
Service code 15 · EIN 25-1650062 | Recordkeeping | $500 |
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 | $81,239 | $85,202-4.7% | $172,739-53.0% | $72,985+11.3% |
| Participation rate | 95.2% | 70.1%+25.2pp | 82.6%+12.6pp | 69.5%+25.8pp |
| Annual return | 25.61% | 27.32%-1.7pp | 802.84%-777.2pp | 81.00%-55.4pp |
| Employer contribution / active EE | $6,576 | $3,324+97.8% | $5,143+27.9% | $2,440+169.5% |
| Participant deferral / active EE | $4,834 | $3,260+48.3% | $5,198-7.0% | $3,607+34.0% |
| Admin fee / account holder | $193 | $5,884-96.7% | $13,954-98.6% | $5,124-96.2% |