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 | $21,496 |
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 | $124,595 | $58,879+111.6% | $178,490-30.2% | $73,488+69.5% |
| Participation rate | 88.8% | 66.2%+22.6pp | 81.9%+6.9pp | 70.7%+18.1pp |
| Annual return | 13.45% | 24.86%-11.4pp | 151.07%-137.6pp | 28.51%-15.1pp |
| Employer contribution / active EE | $2,515 | $2,236+12.5% | $5,011-49.8% | $2,270+10.8% |
| Participant deferral / active EE | $2,940 | $2,567+14.5% | $5,202-43.5% | $3,740-21.4% |
| Admin fee / account holder | $75 | $400-81.4% | $13,984-99.5% | $513-85.5% |