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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,551 |
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 | $128,549 | $69,477+85.0% | $94,646+35.8% | $71,457+79.9% |
| Participation rate | 94.7% | 78.4%+16.3pp | 80.8%+13.9pp | 67.9%+26.8pp |
| Annual return | 19.45% | 29.66%-10.2pp | 156.71%-137.3pp | 28.85%-9.4pp |
| Employer contribution / active EE | $2,988 | $2,853+4.7% | $3,672-18.6% | $2,588+15.5% |
| Participant deferral / active EE | $10,109 | $7,345+37.6% | $7,418+36.3% | $4,289+135.7% |
| Admin fee / account holder | $30 | $1,210-97.5% | $7,231-99.6% | $1,587-98.1% |