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 | $1,635 |
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 | $198,626 | $55,453+258.2% | $170,442+16.5% | $62,292+218.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.33% | 21.38%-5.1pp | 205.93%-189.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $6,745 | $2,164+211.7% | $5,433+24.2% | $2,042+230.3% |
| Participant deferral / active EE | $6,604 | $2,303+186.8% | $4,939+33.7% | $3,169+108.4% |
| Admin fee / account holder | $3 | $455-99.3% | $13,880-100.0% | $479-99.3% |