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 | $12,059 |
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 | $169,466 | $55,449+205.6% | $83,848+102.1% | $56,287+201.1% |
| Participation rate | 78.4% | 68.0%+10.4pp | 76.1%+2.3pp | 69.9%+8.6pp |
| Annual return | -4.24% | -1.38%-2.9pp | 850.88%-855.1pp | -9.96%+5.7pp |
| Employer contribution / active EE | $2,095 | $2,430-13.8% | $3,631-42.3% | $2,111-0.8% |
| Participant deferral / active EE | $7,940 | $2,935+170.5% | $4,082+94.5% | $3,350+137.0% |
| Admin fee / account holder | $77 | $656-88.2% | $5,478-98.6% | $521-85.1% |