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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $145,916 |
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 | $72,537 | $100,801-28.0% | $149,696-51.5% | $73,409-1.2% |
| Participation rate | 98.4% | 77.7%+20.7pp | 82.5%+15.9pp | 72.2%+26.2pp |
| Annual return | 19.63% | 265.34%-245.7pp | 276.60%-257.0pp | 59.29%-39.7pp |
| Employer contribution / active EE | $2,637 | $3,312-20.4% | $4,644-43.2% | $2,234+18.1% |
| Participant deferral / active EE | $2,971 | $6,404-53.6% | $6,842-56.6% | $3,805-21.9% |
| Admin fee / account holder | $124 | $181-31.6% | $9,309-98.7% | $158-21.7% |