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 | $14,493 |
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 | $78,547 | $62,586+25.5% | $76,768+2.3% | $64,186+22.4% |
| Participation rate | 85.9% | 72.8%+13.1pp | 77.0%+9.0pp | 69.6%+16.3pp |
| Annual return | -2.19% | -1.95%-0.2pp | 2.43%-4.6pp | 7.63%-9.8pp |
| Employer contribution / active EE | $575 | $1,832-68.6% | $2,485-76.8% | $2,381-75.8% |
| Participant deferral / active EE | $5,242 | $3,145+66.7% | $3,852+36.1% | $3,470+51.1% |
| Admin fee / account holder | $132 | $4,667-97.2% | $6,675-98.0% | $4,888-97.3% |