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 | $2,805 |
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 | $76,321 | $61,214+24.7% | $83,333-8.4% | $56,287+35.6% |
| Participation rate | 97.7% | 72.6%+25.1pp | 77.8%+19.9pp | 69.9%+27.8pp |
| Annual return | -5.91% | 0.42%-6.3pp | 10.63%-16.5pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,282 | $1,925+18.5% | $3,379-32.5% | $2,111+8.1% |
| Participant deferral / active EE | $6,250 | $5,091+22.8% | $5,565+12.3% | $3,350+86.6% |
| Admin fee / account holder | $16 | $512-96.8% | $7,510-99.8% | $521-96.9% |