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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,366 |
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 | $28,297 | $56,972-50.3% | $182,532-84.5% | $65,185-56.6% |
| Participation rate | 98.1% | 66.5%+31.6pp | 78.0%+20.2pp | 70.2%+27.9pp |
| Annual return | 20.40% | 27.67%-7.3pp | 148.54%-128.1pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,695 | $1,615+5.0% | $4,076-58.4% | $2,177-22.1% |
| Participant deferral / active EE | $1,360 | $3,526-61.4% | $5,524-75.4% | $3,514-61.3% |
| Admin fee / account holder | $9 | $528-98.2% | $8,592-99.9% | $847-98.9% |