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 6-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,410 |
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 | $67,821 | $79,519-14.7% | $95,952-29.3% | $73,409-7.6% |
| Participation rate | 90.8% | 81.2%+9.6pp | 77.1%+13.7pp | 72.2%+18.6pp |
| Annual return | 0.00% | 19.20%-19.2pp | 91.61%-91.6pp | 59.29%-59.3pp |
| Employer contribution / active EE | $3,262 | $2,048+59.3% | $2,541+28.4% | $2,234+46.1% |
| Participant deferral / active EE | $7,203 | $4,138+74.1% | $4,167+72.9% | $3,805+89.3% |
| Admin fee / account holder | $130 | $184-29.5% | $6,795-98.1% | $158-17.7% |