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.2+ 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 | $223,055 | $75,183+196.7% | $123,892+80.0% | $55,167+304.3% |
| Participation rate | 94.1% | 72.8%+21.3pp | 81.4%+12.7pp | 69.0%+25.1pp |
| Annual return | 11.76% | 19.01%-7.2pp | 47.52%-35.8pp | 169.23%-157.5pp |
| Employer contribution / active EE | $8,938 | $2,823+216.5% | $4,617+93.6% | $1,963+355.4% |
| Participant deferral / active EE | $7,359 | $5,084+44.7% | $5,984+23.0% | $3,054+141.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |