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 Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $5,240 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,297 | $65,592+92.5% | $90,160+40.1% | $69,631+81.4% |
| Participation rate | 95.2% | 77.6%+17.5pp | 76.9%+18.3pp | 70.7%+24.5pp |
| Annual return | 14.34% | 57.10%-42.8pp | 34.88%-20.5pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,318-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,352 | $5,257-36.2% | $5,288-36.6% | $3,224+4.0% |
| Admin fee / account holder | $19 | $86-78.1% | $5,943-99.7% | $110-83.0% |