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 | $18,640 |
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 | $99,257 | $79,523+24.8% | $140,016-29.1% | $56,287+76.3% |
| Participation rate | 95.5% | 85.7%+9.8pp | 87.5%+8.0pp | 69.9%+25.6pp |
| Annual return | 1.21% | 2.39%-1.2pp | 651.12%-649.9pp | -9.96%+11.2pp |
| Employer contribution / active EE | $4,716 | $3,350+40.8% | $5,606-15.9% | $2,111+123.4% |
| Participant deferral / active EE | $3,557 | $5,129-30.6% | $6,927-48.7% | $3,350+6.2% |
| Admin fee / account holder | $76 | $614-87.6% | $10,705-99.3% | $521-85.4% |