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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $13,682 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,290 |
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 | $68,305 | $56,485+20.9% | $185,823-63.2% | $86,799-21.3% |
| Participation rate | 89.9% | 65.5%+24.4pp | 81.7%+8.2pp | 72.3%+17.6pp |
| Annual return | 19.35% | 118.04%-98.7pp | 122.05%-102.7pp | 97.91%-78.6pp |
| Employer contribution / active EE | $2,854 | $1,843+54.9% | $5,167-44.8% | $2,405+18.7% |
| Participant deferral / active EE | $5,350 | $2,553+109.5% | $5,568-3.9% | $4,131+29.5% |
| Admin fee / account holder | $85 | $150-43.4% | $16,237-99.5% | $170-50.1% |