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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,522 |
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 | $42,083 | $50,958-17.4% | $74,550-43.6% | $64,186-34.4% |
| Participation rate | 89.9% | 61.1%+28.8pp | 69.1%+20.7pp | 69.6%+20.3pp |
| Annual return | -6.13% | -1.86%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $790 | $1,115-29.2% | $1,961-59.7% | $2,381-66.8% |
| Participant deferral / active EE | $2,447 | $2,301+6.3% | $3,108-21.3% | $3,470-29.5% |
| Admin fee / account holder | $120 | $4,223-97.2% | $5,060-97.6% | $4,888-97.5% |