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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,817 |
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 | $154,104 | $136,307+13.1% | $177,821-13.3% | $73,488+109.7% |
| Participation rate | 93.2% | 86.1%+7.1pp | 87.7%+5.5pp | 70.7%+22.5pp |
| Annual return | 21.14% | 18.68%+2.5pp | 48.32%-27.2pp | 28.51%-7.4pp |
| Employer contribution / active EE | $5,024 | $3,712+35.4% | $5,918-15.1% | $2,270+121.3% |
| Participant deferral / active EE | $3,982 | $5,829-31.7% | $7,714-48.4% | $3,740+6.5% |
| Admin fee / account holder | $74 | $596-87.6% | $12,427-99.4% | $513-85.6% |