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 | $14,639 |
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 | $110,783 | $52,953+109.2% | $172,739-35.9% | $65,185+70.0% |
| Participation rate | 90.9% | 66.2%+24.7pp | 82.6%+8.3pp | 70.2%+20.7pp |
| Annual return | 20.51% | 30.12%-9.6pp | 802.84%-782.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $2,530 | $2,190+15.6% | $5,143-50.8% | $2,177+16.3% |
| Participant deferral / active EE | $2,985 | $2,471+20.8% | $5,198-42.6% | $3,514-15.0% |
| Admin fee / account holder | $49 | $472-89.7% | $13,954-99.7% | $847-94.3% |