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 | $21,446 |
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 | $76,241 | $74,089+2.9% | $133,980-43.1% | $55,167+38.2% |
| Participation rate | 96.0% | 84.3%+11.8pp | 87.1%+9.0pp | 69.0%+27.0pp |
| Annual return | 10.80% | 12.11%-1.3pp | 29.30%-18.5pp | 169.23%-158.4pp |
| Employer contribution / active EE | $4,271 | $3,064+39.4% | $5,211-18.0% | $1,963+117.6% |
| Participant deferral / active EE | $3,281 | $4,678-29.9% | $6,282-47.8% | $3,054+7.4% |
| Admin fee / account holder | $22 | $458-95.2% | $9,324-99.8% | $504-95.6% |