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 | $5,882 |
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 | $86,407 | $48,576+77.9% | $169,463-49.0% | $56,287+53.5% |
| Participation rate | 88.0% | 65.8%+22.2pp | 77.8%+10.3pp | 69.9%+18.2pp |
| Annual return | -4.49% | -2.51%-2.0pp | 1.83%-6.3pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,967 | $1,559+26.2% | $4,159-52.7% | $2,111-6.8% |
| Participant deferral / active EE | $4,867 | $3,275+48.6% | $5,277-7.8% | $3,350+45.3% |
| Admin fee / account holder | $19 | $435-95.6% | $9,109-99.8% | $521-96.3% |