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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,049 |
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 | $57,012 | $73,638-22.6% | $95,952-40.6% | $73,488-22.4% |
| Participation rate | 98.4% | 76.2%+22.3pp | 77.1%+21.4pp | 70.7%+27.8pp |
| Annual return | 15.89% | 16.78%-0.9pp | 91.61%-75.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $3,370 | $1,863+80.9% | $2,541+32.6% | $2,270+48.4% |
| Participant deferral / active EE | $5,328 | $3,617+47.3% | $4,167+27.9% | $3,740+42.5% |
| Admin fee / account holder | $34 | $482-93.0% | $6,795-99.5% | $513-93.4% |