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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $94,725 |
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 | $178,541 | $81,537+119.0% | $149,718+19.3% | $69,631+156.4% |
| Participation rate | 83.2% | 86.1%-2.9pp | 87.1%-3.9pp | 70.7%+12.5pp |
| Annual return | 16.55% | 22.79%-6.2pp | 1501.63%-1485.1pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $3,352 | $3,239+3.5% | $5,445-38.4% | $2,032+64.9% |
| Participant deferral / active EE | $5,132 | $4,994+2.8% | $6,569-21.9% | $3,224+59.2% |
| Admin fee / account holder | $138 | $107+29.0% | $11,283-98.8% | $110+24.8% |