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 | $19,051 |
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 | $73,078 | $111,608-34.5% | $177,821-58.9% | $73,409-0.5% |
| Participation rate | 99.7% | 87.9%+11.9pp | 87.7%+12.0pp | 72.2%+27.6pp |
| Annual return | 14.28% | 18.23%-3.9pp | 48.32%-34.0pp | 59.29%-45.0pp |
| Employer contribution / active EE | $3,036 | $3,796-20.0% | $5,918-48.7% | $2,234+35.9% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $36 | $166-78.0% | $12,427-99.7% | $158-77.0% |