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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,730 |
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 | $119,266 | $73,638+62.0% | $108,410+10.0% | $79,386+50.2% |
| Participation rate | 96.7% | 77.4%+19.3pp | 80.1%+16.5pp | 70.7%+26.0pp |
| Annual return | 16.10% | 33.27%-17.2pp | 905.27%-889.2pp | 116.85%-100.8pp |
| Employer contribution / active EE | $2,758 | $2,397+15.1% | $3,558-22.5% | $2,427+13.6% |
| Participant deferral / active EE | $7,813 | $6,218+25.6% | $6,563+19.0% | $4,046+93.1% |
| Admin fee / account holder | $20 | $638-96.9% | $7,295-99.7% | $626-96.9% |