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 | $300 |
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 | $190,166 | $62,586+203.8% | $76,768+147.7% | $64,186+196.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.40% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,885 | $1,832+2.9% | $2,485-24.1% | $2,381-20.8% |
| Participant deferral / active EE | $2,716 | $3,145-13.6% | $3,852-29.5% | $3,470-21.7% |
| Admin fee / account holder | $6 | $4,667-99.9% | $6,675-99.9% | $4,888-99.9% |