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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $90,440 |
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 | $193,834 | $74,024+161.9% | $77,999+148.5% | $57,658+236.2% |
| Participation rate | 89.4% | 79.7%+9.7pp | 75.5%+13.9pp | 70.2%+19.2pp |
| Annual return | 8.95% | 12.14%-3.2pp | 425.96%-417.0pp | 5.13%+3.8pp |
| Employer contribution / active EE | $6,741 | $2,365+185.0% | $2,470+172.9% | $1,974+241.5% |
| Participant deferral / active EE | $8,723 | $3,533+146.9% | $3,497+149.5% | $3,061+185.0% |
| Admin fee / account holder | $132 | $93+41.7% | $5,480-97.6% | $95+39.7% |