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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,327 |
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 | $84,049 | $82,523+1.8% | $115,752-27.4% | $70,131+19.8% |
| Participation rate | 97.4% | 74.0%+23.4pp | 77.8%+19.6pp | 69.5%+27.9pp |
| Annual return | 19.03% | 28.22%-9.2pp | 19.41%-0.4pp | 73.14%-54.1pp |
| Employer contribution / active EE | $3,630 | $2,758+31.6% | $3,492+3.9% | $2,342+55.0% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $38 | $4,552-99.2% | $6,278-99.4% | $4,645-99.2% |