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 | $1,695 |
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 | $183,462 | $73,102+151.0% | $123,544+48.5% | $56,287+225.9% |
| Participation rate | 99.4% | 74.3%+25.1pp | 82.3%+17.1pp | 69.9%+29.6pp |
| Annual return | 9.41% | 3.01%+6.4pp | 119.20%-109.8pp | -9.96%+19.4pp |
| Employer contribution / active EE | $11,807 | $2,977+296.6% | $4,628+155.1% | $2,111+459.3% |
| Participant deferral / active EE | $5,482 | $5,423+1.1% | $6,426-14.7% | $3,350+63.6% |
| Admin fee / account holder | $5 | $554-99.1% | $9,284-99.9% | $521-99.1% |