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 10-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,601 |
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 | $91,310 | $54,320+68.1% | $67,652+35.0% | $52,331+74.5% |
| Participation rate | 75.4% | 73.6%+1.8pp | 75.7%-0.2pp | 68.1%+7.3pp |
| Annual return | 0.85% | 6.81%-6.0pp | 6625.04%-6624.2pp | 4.54%-3.7pp |
| Employer contribution / active EE | $2,728 | $1,544+76.7% | $2,266+20.4% | $1,882+45.0% |
| Participant deferral / active EE | $5,395 | $2,950+82.9% | $3,560+51.6% | $3,022+78.5% |
| Admin fee / account holder | $67 | $527-87.3% | $4,821-98.6% | $592-88.7% |