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 | $1,856 |
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 | $233,117 | $61,156+281.2% | $185,823+25.5% | $79,386+193.6% |
| Participation rate | 93.3% | 66.6%+26.7pp | 81.7%+11.6pp | 70.7%+22.6pp |
| Annual return | 25.96% | 19.45%+6.5pp | 122.05%-96.1pp | 116.85%-90.9pp |
| Employer contribution / active EE | $8,253 | $2,321+255.6% | $5,167+59.7% | $2,427+240.0% |
| Participant deferral / active EE | $4,776 | $2,789+71.3% | $5,568-14.2% | $4,046+18.0% |
| Admin fee / account holder | $13 | $710-98.1% | $16,237-99.9% | $626-97.9% |