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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,588 |
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 | $123,509 | $98,982+24.8% | $162,163-23.8% | $65,185+89.5% |
| Participation rate | 92.1% | 85.8%+6.3pp | 87.6%+4.5pp | 70.2%+21.9pp |
| Annual return | 19.53% | 24.84%-5.3pp | 115.59%-96.1pp | 29.38%-9.9pp |
| Employer contribution / active EE | $1,895 | $3,467-45.3% | $5,614-66.2% | $2,177-12.9% |
| Participant deferral / active EE | $5,096 | $5,384-5.4% | $7,298-30.2% | $3,514+45.0% |
| Admin fee / account holder | $14 | $596-97.7% | $10,843-99.9% | $847-98.4% |