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 | $10,349 |
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 | $165,543 | $56,897+191.0% | $84,750+95.3% | $62,891+163.2% |
| Participation rate | 97.9% | 68.5%+29.4pp | 76.6%+21.3pp | 69.3%+28.6pp |
| Annual return | 5.63% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,014 | $2,400-16.1% | $3,574-43.7% | $2,281-11.7% |
| Participant deferral / active EE | $9,014 | $2,709+232.7% | $3,712+142.8% | $3,203+181.4% |
| Admin fee / account holder | $76 | $3,581-97.9% | $5,332-98.6% | $4,296-98.2% |