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 | $0 |
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 | $209,526 | $72,177+190.3% | $115,037+82.1% | $59,632+251.4% |
| Participation rate | 95.7% | 72.6%+23.2pp | 81.4%+14.4pp | 68.7%+27.1pp |
| Annual return | -0.42% | 12.02%-12.4pp | 26.14%-26.6pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $8,766 | $2,841+208.5% | $4,608+90.2% | $2,203+298.0% |
| Participant deferral / active EE | $7,449 | $4,783+55.7% | $6,026+23.6% | $3,192+133.4% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |