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 | $13,812 |
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 | $56,830 | $81,537-30.3% | $149,718-62.0% | $69,631-18.4% |
| Participation rate | 99.7% | 86.1%+13.6pp | 87.1%+12.7pp | 70.7%+29.0pp |
| Annual return | 14.98% | 22.79%-7.8pp | 1501.63%-1486.6pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $8,857 | $3,239+173.4% | $5,445+62.7% | $2,032+335.8% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $30 | $107-71.5% | $11,283-99.7% | $110-72.5% |