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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $105,412 |
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 | $151,784 | $80,005+89.7% | $140,016+8.4% | $55,725+172.4% |
| Participation rate | 94.5% | 87.0%+7.5pp | 87.5%+7.0pp | 70.9%+23.7pp |
| Annual return | 4.32% | 0.46%+3.9pp | 651.12%-646.8pp | 244.93%-240.6pp |
| Employer contribution / active EE | $3,695 | $3,403+8.6% | $5,606-34.1% | $2,078+77.8% |
| Participant deferral / active EE | $5,620 | $5,264+6.8% | $6,927-18.9% | $3,356+67.5% |
| Admin fee / account holder | $130 | $116+12.2% | $10,705-98.8% | $115+12.7% |