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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,628 |
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 | $212,635 | $104,475+103.5% | $159,436+33.4% | $79,386+167.8% |
| Participation rate | 99.6% | 76.6%+23.0pp | 82.8%+16.8pp | 70.7%+28.9pp |
| Annual return | 29.87% | 67.95%-38.1pp | 263.57%-233.7pp | 116.85%-87.0pp |
| Employer contribution / active EE | $11,351 | $3,417+232.2% | $4,829+135.0% | $2,427+367.6% |
| Participant deferral / active EE | $5,039 | $6,467-22.1% | $7,352-31.5% | $4,046+24.6% |
| Admin fee / account holder | $18 | $711-97.5% | $10,799-99.8% | $626-97.2% |