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 15 · EIN 23-1945930 | Recordkeeping | $4,065 |
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 | $175,765 | $69,362+153.4% | $101,248+73.6% | $73,488+139.2% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 21.08% | 18.46%+2.6pp | 46.47%-25.4pp | 28.51%-7.4pp |
| Employer contribution / active EE | $2,671 | $2,628+1.6% | $3,660-27.0% | $2,270+17.6% |
| Participant deferral / active EE | $7,820 | $3,300+137.0% | $4,370+78.9% | $3,740+109.1% |
| Admin fee / account holder | $11 | $704-98.5% | $5,945-99.8% | $513-97.9% |