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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,126 |
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 | $109,175 | $37,117+194.1% | $147,614-26.0% | $55,191+97.8% |
| Participation rate | 92.9% | 63.6%+29.3pp | 84.6%+8.3pp | 69.2%+23.7pp |
| Annual return | 0.60% | 3.44%-2.8pp | 61.98%-61.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $4,653 | $1,620+187.1% | $5,564-16.4% | $1,899+145.0% |
| Participant deferral / active EE | $5,502 | $1,985+177.1% | $4,895+12.4% | $3,046+80.6% |
| Admin fee / account holder | $88 | $86+3.3% | $11,611-99.2% | $91-2.6% |