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 | $81,704 |
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 | $61,549 | $88,122-30.2% | $141,162-56.4% | $67,579-8.9% |
| Participation rate | 97.8% | 76.5%+21.4pp | 82.5%+15.3pp | 71.3%+26.5pp |
| Annual return | 23.60% | 75.40%-51.8pp | 71.39%-47.8pp | 378.56%-355.0pp |
| Employer contribution / active EE | $2,597 | $3,224-19.5% | $4,735-45.2% | $2,148+20.9% |
| Participant deferral / active EE | $2,741 | $5,958-54.0% | $6,709-59.1% | $3,539-22.6% |
| Admin fee / account holder | $64 | $131-51.0% | $10,261-99.4% | $142-54.9% |