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 | $3,621 |
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 | $142,615 | $46,732+205.2% | $156,549-8.9% | $55,167+158.5% |
| Participation rate | 98.4% | 65.8%+32.6pp | 84.0%+14.4pp | 69.0%+29.4pp |
| Annual return | 7.92% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $3,044 | $2,105+44.6% | $5,501-44.7% | $1,963+55.1% |
| Participant deferral / active EE | $6,389 | $2,204+189.9% | $4,871+31.2% | $3,054+109.2% |
| Admin fee / account holder | $15 | $418-96.4% | $13,027-99.9% | $504-97.0% |