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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $456 |
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 | $192,386 | $72,492+165.4% | $87,100+120.9% | $72,985+163.6% |
| Participation rate | 77.0% | 72.8%+4.2pp | 76.9%+0.2pp | 69.5%+7.6pp |
| Annual return | 20.06% | 24.46%-4.4pp | 28.19%-8.1pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,295 | $1,894-31.6% | $2,521-48.6% | $2,440-46.9% |
| Participant deferral / active EE | $1,617 | $3,270-50.5% | $4,049-60.1% | $3,607-55.2% |
| Admin fee / account holder | $8 | $5,055-99.8% | $7,497-99.9% | $5,124-99.8% |