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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $327 |
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 | $105,876 | $54,762+93.3% | $90,281+17.3% | $72,985+45.1% |
| Participation rate | 97.1% | 65.1%+31.9pp | 73.3%+23.8pp | 69.5%+27.6pp |
| Annual return | 23.83% | 30.63%-6.8pp | 78.10%-54.3pp | 81.00%-57.2pp |
| Employer contribution / active EE | $4,677 | $2,092+123.5% | $2,854+63.8% | $2,440+91.7% |
| Participant deferral / active EE | $9,498 | $2,887+229.0% | $3,885+144.5% | $3,607+163.3% |
| Admin fee / account holder | $2 | $3,972-99.9% | $5,351-100.0% | $5,124-100.0% |