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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $705 |
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 | $45,514 | $100,041-54.5% | $149,718-69.6% | $70,131-35.1% |
| Participation rate | 87.1% | 83.6%+3.5pp | 87.1%0pp | 69.5%+17.5pp |
| Annual return | 21.65% | 27.43%-5.8pp | 1501.63%-1480.0pp | 73.14%-51.5pp |
| Employer contribution / active EE | $3,057 | $3,662-16.5% | $5,445-43.9% | $2,342+30.5% |
| Participant deferral / active EE | $7,606 | $4,983+52.6% | $6,569+15.8% | $3,332+128.3% |
| Admin fee / account holder | $5 | $8,286-99.9% | $11,283-100.0% | $4,645-99.9% |