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 | $3,256 |
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 | $121,342 | $85,202+42.4% | $172,739-29.8% | $72,985+66.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.86% | 27.32%-4.5pp | 802.84%-780.0pp | 81.00%-58.1pp |
| Employer contribution / active EE | $3,281 | $3,324-1.3% | $5,143-36.2% | $2,440+34.5% |
| Participant deferral / active EE | $6,986 | $3,260+114.3% | $5,198+34.4% | $3,607+93.7% |
| Admin fee / account holder | $16 | $5,884-99.7% | $13,954-99.9% | $5,124-99.7% |