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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,005 |
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 | $102,606 | $59,186+73.4% | $76,768+33.7% | $56,287+82.3% |
| Participation rate | 72.1% | 75.2%-3.2pp | 77.0%-4.9pp | 69.9%+2.2pp |
| Annual return | -5.00% | 6.62%-11.6pp | 2.43%-7.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,628 | $1,759-7.4% | $2,485-34.5% | $2,111-22.9% |
| Participant deferral / active EE | $4,390 | $3,255+34.9% | $3,852+14.0% | $3,350+31.1% |
| Admin fee / account holder | $77 | $489-84.3% | $6,675-98.9% | $521-85.3% |