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 | $3,092 |
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 | $124,319 | $55,453+124.2% | $170,442-27.1% | $62,292+99.6% |
| Participation rate | 97.8% | 66.4%+31.5pp | 83.6%+14.2pp | 69.5%+28.3pp |
| Annual return | 17.44% | 21.38%-3.9pp | 205.93%-188.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $2,573 | $2,164+18.9% | $5,433-52.6% | $2,042+26.0% |
| Participant deferral / active EE | $5,625 | $2,303+144.3% | $4,939+13.9% | $3,169+77.5% |
| Admin fee / account holder | $14 | $455-97.0% | $13,880-99.9% | $479-97.2% |