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 Service code 15 · EIN 23-1945930 | Recordkeeping | $99,405 |
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 | $211,548 | $75,284+181.0% | $91,001+132.5% | $69,631+203.8% |
| Participation rate | 90.1% | 80.4%+9.7pp | 75.6%+14.5pp | 70.7%+19.4pp |
| Annual return | 16.62% | 48.40%-31.8pp | 4.60%+12.0pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $6,916 | $2,473+179.7% | $2,456+181.7% | $2,032+240.3% |
| Participant deferral / active EE | $8,950 | $3,700+141.9% | $3,547+152.3% | $3,224+177.6% |
| Admin fee / account holder | $137 | $111+23.8% | $5,417-97.5% | $110+24.0% |