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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,744 |
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 | $170,792 | $43,423+293.3% | $78,689+117.0% | $55,167+209.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 5.22% | 11.53%-6.3pp | 62.18%-57.0pp | 169.23%-164.0pp |
| Employer contribution / active EE | $2,729 | $1,997+36.7% | $2,851-4.3% | $1,963+39.1% |
| Participant deferral / active EE | $10,422 | $2,509+315.4% | $3,517+196.3% | $3,054+241.2% |
| Admin fee / account holder | $26 | $416-93.7% | $4,510-99.4% | $504-94.8% |