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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,876 |
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 | $98,230 | $55,472+77.1% | $155,567-36.9% | $74,546+31.8% |
| Participation rate | 95.5% | 61.9%+33.5pp | 78.2%+17.3pp | 67.2%+28.2pp |
| Annual return | 19.04% | 268.72%-249.7pp | 64.74%-45.7pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $3,194 | $2,269+40.8% | $4,674-31.7% | $2,624+21.7% |
| Participant deferral / active EE | $5,250 | $2,838+85.0% | $5,628-6.7% | $4,347+20.8% |
| Admin fee / account holder | $11 | $1,743-99.4% | $15,916-99.9% | $1,944-99.4% |