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 | $1,255 |
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 | $91,163 | $89,739+1.6% | $149,718-39.1% | $62,292+46.3% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 20.98% | 21.01%0pp | 1501.63%-1480.7pp | 28.90%-7.9pp |
| Employer contribution / active EE | $5,978 | $3,233+84.9% | $5,445+9.8% | $2,042+192.7% |
| Participant deferral / active EE | $8,103 | $4,797+68.9% | $6,569+23.3% | $3,169+155.7% |
| Admin fee / account holder | $7 | $551-98.8% | $11,283-99.9% | $479-98.6% |