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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,282 |
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 | $139,226 | $68,413+103.5% | $123,104+13.1% | $55,191+152.3% |
| Participation rate | 96.9% | 84.5%+12.4pp | 86.8%+10.1pp | 69.2%+27.8pp |
| Annual return | 3.13% | 6.30%-3.2pp | 13.22%-10.1pp | 10.78%-7.6pp |
| Employer contribution / active EE | $3,260 | $3,050+6.9% | $5,151-36.7% | $1,899+71.7% |
| Participant deferral / active EE | $4,895 | $4,490+9.0% | $6,230-21.4% | $3,046+60.7% |
| Admin fee / account holder | $19 | $88-78.9% | $9,015-99.8% | $91-79.6% |