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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,175 |
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 | $92,928 | $89,739+3.6% | $149,718-37.9% | $62,292+49.2% |
| Participation rate | 96.2% | 85.1%+11.1pp | 87.1%+9.1pp | 69.5%+26.7pp |
| Annual return | 20.71% | 21.01%-0.3pp | 1501.63%-1480.9pp | 28.90%-8.2pp |
| Employer contribution / active EE | $4,331 | $3,233+34.0% | $5,445-20.5% | $2,042+112.1% |
| Participant deferral / active EE | $3,296 | $4,797-31.3% | $6,569-49.8% | $3,169+4.0% |
| Admin fee / account holder | $88 | $551-84.0% | $11,283-99.2% | $479-81.6% |