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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,698 |
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 | $239,877 | $69,362+245.8% | $101,248+136.9% | $73,488+226.4% |
| Participation rate | 81.9% | 68.4%+13.5pp | 75.8%+6.1pp | 70.7%+11.2pp |
| Annual return | 17.54% | 18.46%-0.9pp | 46.47%-28.9pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,548 | $2,628-3.0% | $3,660-30.4% | $2,270+12.3% |
| Participant deferral / active EE | $10,274 | $3,300+211.3% | $4,370+135.1% | $3,740+174.7% |
| Admin fee / account holder | $108 | $704-84.7% | $5,945-98.2% | $513-79.0% |