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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $720 |
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 | $34,743 | $58,879-41.0% | $178,490-80.5% | $73,488-52.7% |
| Participation rate | 78.8% | 66.2%+12.6pp | 81.9%-3.1pp | 70.7%+8.1pp |
| Annual return | 22.85% | 24.86%-2.0pp | 151.07%-128.2pp | 28.51%-5.7pp |
| Employer contribution / active EE | $1,504 | $2,236-32.7% | $5,011-70.0% | $2,270-33.7% |
| Participant deferral / active EE | $2,513 | $2,567-2.1% | $5,202-51.7% | $3,740-32.8% |
| Admin fee / account holder | $6 | $400-98.5% | $13,984-100.0% | $513-98.8% |