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 8-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 | $6,643 |
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 | $46,264 | $59,186-21.8% | $76,768-39.7% | $56,287-17.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 10.84% | 6.62%+4.2pp | 2.43%+8.4pp | -9.96%+20.8pp |
| Employer contribution / active EE | $3,594 | $1,759+104.4% | $2,485+44.6% | $2,111+70.2% |
| Participant deferral / active EE | $6,044 | $3,255+85.7% | $3,852+56.9% | $3,350+80.4% |
| Admin fee / account holder | $36 | $489-92.7% | $6,675-99.5% | $521-93.1% |