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 | $111,428 |
VINSON & ELKINS LLP4 years Filed as: VINSON & ELKINS, LLP Service code 29 · EIN 74-1183015 | Legal | $12,206 |
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 | $122,077 | $101,523+20.2% | $141,162-13.5% | $77,787+56.9% |
| Participation rate | 96.9% | 77.4%+19.5pp | 82.5%+14.4pp | 73.2%+23.7pp |
| Annual return | 22.79% | 56.22%-33.4pp | 71.39%-48.6pp | 32.57%-9.8pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,735-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $9,613 | $6,434+49.4% | $6,709+43.3% | $3,967+142.3% |
| Admin fee / account holder | $82 | $92-10.2% | $10,261-99.2% | $100-17.9% |