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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $450 |
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 | $92,585 | $53,127+74.3% | $86,590+6.9% | $70,131+32.0% |
| Participation rate | 98.4% | 65.3%+33.1pp | 73.5%+24.8pp | 69.5%+28.8pp |
| Annual return | 17.13% | 27.66%-10.5pp | 964.84%-947.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $5,014 | $2,068+142.4% | $2,839+76.6% | $2,342+114.0% |
| Participant deferral / active EE | $9,118 | $2,696+238.2% | $3,609+152.7% | $3,332+173.7% |
| Admin fee / account holder | $2 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |