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 | $38,344 |
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 | $135,610 | $46,173+193.7% | $170,442-20.4% | $69,631+94.8% |
| Participation rate | 98.6% | 63.9%+34.7pp | 83.6%+15.0pp | 70.7%+27.9pp |
| Annual return | 20.35% | 21.62%-1.3pp | 205.93%-185.6pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $5,168 | $1,610+221.1% | $5,433-4.9% | $2,032+154.3% |
| Participant deferral / active EE | $5,790 | $2,080+178.3% | $4,939+17.2% | $3,224+79.6% |
| Admin fee / account holder | $83 | $116-28.3% | $13,880-99.4% | $110-24.7% |