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 | $5,048 |
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 | $203,819 | $50,637+302.5% | $86,590+135.4% | $62,292+227.2% |
| Participation rate | 99.4% | 67.9%+31.5pp | 73.5%+25.8pp | 69.5%+29.9pp |
| Annual return | 16.82% | 20.80%-4.0pp | 964.84%-948.0pp | 28.90%-12.1pp |
| Employer contribution / active EE | $2,723 | $2,075+31.2% | $2,839-4.1% | $2,042+33.4% |
| Participant deferral / active EE | $10,341 | $2,611+296.0% | $3,609+186.6% | $3,169+226.3% |
| Admin fee / account holder | $27 | $413-93.4% | $4,906-99.4% | $479-94.3% |