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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,132 |
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 | $102,773 | $89,739+14.5% | $149,718-31.4% | $62,292+65.0% |
| Participation rate | 92.4% | 85.1%+7.3pp | 87.1%+5.4pp | 69.5%+22.9pp |
| Annual return | 18.35% | 21.01%-2.7pp | 1501.63%-1483.3pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,850 | $3,233-42.8% | $5,445-66.0% | $2,042-9.4% |
| Participant deferral / active EE | $4,783 | $4,797-0.3% | $6,569-27.2% | $3,169+50.9% |
| Admin fee / account holder | $16 | $551-97.2% | $11,283-99.9% | $479-96.8% |