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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,857 |
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 | $132,140 | $91,190+44.9% | $178,490-26.0% | $79,858+65.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.71% | 24.19%-11.5pp | 151.07%-138.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $2,618 | $3,256-19.6% | $5,011-47.8% | $2,471+5.9% |
| Participant deferral / active EE | $6,358 | $3,236+96.5% | $5,202+22.2% | $3,740+70.0% |
| Admin fee / account holder | $82 | $6,751-98.8% | $13,984-99.4% | $5,306-98.5% |