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 | $8,775 |
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 | $122,748 | $62,928+95.1% | $172,739-28.9% | $67,579+81.6% |
| Participation rate | 93.5% | 64.5%+29.1pp | 82.6%+10.9pp | 71.3%+22.2pp |
| Annual return | 24.74% | 30.36%-5.6pp | 802.84%-778.1pp | 378.56%-353.8pp |
| Employer contribution / active EE | $4,687 | $1,636+186.5% | $5,143-8.9% | $2,148+118.2% |
| Participant deferral / active EE | $3,334 | $2,145+55.4% | $5,198-35.9% | $3,539-5.8% |
| Admin fee / account holder | $29 | $167-82.8% | $13,954-99.8% | $142-79.9% |