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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,095 |
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 | $125,086 | $98,982+26.4% | $162,163-22.9% | $65,185+91.9% |
| Participation rate | 89.5% | 85.8%+3.7pp | 87.6%+1.9pp | 70.2%+19.3pp |
| Annual return | 20.72% | 24.84%-4.1pp | 115.59%-94.9pp | 29.38%-8.7pp |
| Employer contribution / active EE | $4,666 | $3,467+34.6% | $5,614-16.9% | $2,177+114.4% |
| Participant deferral / active EE | $3,527 | $5,384-34.5% | $7,298-51.7% | $3,514+0.4% |
| Admin fee / account holder | $76 | $596-87.3% | $10,843-99.3% | $847-91.1% |