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 | $335 |
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 | $131,294 | $60,124+118.4% | $90,404+45.2% | $79,858+64.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.89% | 71.94%-51.1pp | 1293.02%-1272.1pp | 31.71%-10.8pp |
| Employer contribution / active EE | $5,000 | $2,068+141.8% | $3,262+53.3% | $2,471+102.4% |
| Participant deferral / active EE | $10,142 | $2,938+245.2% | $3,963+155.9% | $3,740+171.2% |
| Admin fee / account holder | $1 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |