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 | $1,964 |
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 | $48,709 | $94,529-48.5% | $140,016-65.2% | $64,186-24.1% |
| Participation rate | 88.6% | 84.1%+4.5pp | 87.5%+1.1pp | 69.6%+19.0pp |
| Annual return | -5.72% | 7.77%-13.5pp | 651.12%-656.8pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,840 | $3,812-25.5% | $5,606-49.3% | $2,381+19.3% |
| Participant deferral / active EE | $10,592 | $5,250+101.7% | $6,927+52.9% | $3,470+205.3% |
| Admin fee / account holder | $14 | $6,741-99.8% | $10,705-99.9% | $4,888-99.7% |