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 | $12,858 |
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 | $49,989 | $52,953-5.6% | $172,739-71.1% | $65,185-23.3% |
| Participation rate | 80.5% | 66.2%+14.3pp | 82.6%-2.1pp | 70.2%+10.3pp |
| Annual return | 22.63% | 30.12%-7.5pp | 802.84%-780.2pp | 29.38%-6.8pp |
| Employer contribution / active EE | $2,197 | $2,190+0.3% | $5,143-57.3% | $2,177+0.9% |
| Participant deferral / active EE | $3,498 | $2,471+41.6% | $5,198-32.7% | $3,514-0.4% |
| Admin fee / account holder | $80 | $472-83.0% | $13,954-99.4% | $847-90.6% |