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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,912 |
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 | $151,981 | $183,540-17.2% | $92,893+63.6% | - |
| Participation rate | 98.0% | 69.1%+28.8pp | 76.0%+22.0pp | - |
| Annual return | 24.62% | 7.80%+16.8pp | 109.41%-84.8pp | - |
| Employer contribution / active EE | $2,546 | $2,217+14.9% | $3,653-30.3% | - |
| Participant deferral / active EE | $7,554 | $3,031+149.2% | $4,236+78.3% | - |
| Admin fee / account holder | $15 | $9,074-99.8% | $5,794-99.7% | - |