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 | $2,012 |
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 | $114,801 | $66,813+71.8% | $100,516+14.2% | $73,488+56.2% |
| Participation rate | 98.5% | 77.5%+21.0pp | 79.4%+19.1pp | 70.7%+27.8pp |
| Annual return | 18.34% | 25.70%-7.4pp | 30.89%-12.5pp | 28.51%-10.2pp |
| Employer contribution / active EE | $2,380 | $2,147+10.9% | $3,418-30.3% | $2,270+4.9% |
| Participant deferral / active EE | $7,271 | $5,883+23.6% | $6,270+16.0% | $3,740+94.4% |
| Admin fee / account holder | $12 | $512-97.7% | $8,081-99.9% | $513-97.7% |