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 | $93,388 |
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 | $38,319 | $66,601-42.5% | $92,893-58.7% | $67,579-43.3% |
| Participation rate | 92.8% | 72.5%+20.3pp | 76.0%+16.8pp | 71.3%+21.5pp |
| Annual return | 19.41% | 92.58%-73.2pp | 109.41%-90.0pp | 378.56%-359.2pp |
| Employer contribution / active EE | $3,499 | $2,775+26.1% | $3,653-4.2% | $2,148+62.9% |
| Participant deferral / active EE | $1,870 | $3,157-40.8% | $4,236-55.9% | $3,539-47.2% |
| Admin fee / account holder | $66 | $199-66.8% | $5,794-98.9% | $142-53.5% |