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 | $4,060 |
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 | $50,015 | $58,879-15.1% | $178,490-72.0% | $73,488-31.9% |
| Participation rate | 98.2% | 66.2%+32.0pp | 81.9%+16.3pp | 70.7%+27.6pp |
| Annual return | 14.88% | 24.86%-10.0pp | 151.07%-136.2pp | 28.51%-13.6pp |
| Employer contribution / active EE | $2,598 | $2,236+16.2% | $5,011-48.1% | $2,270+14.5% |
| Participant deferral / active EE | $2,813 | $2,567+9.6% | $5,202-45.9% | $3,740-24.8% |
| Admin fee / account holder | $10 | $400-97.4% | $13,984-99.9% | $513-98.0% |