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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $54,550 |
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 | $49,994 | $84,948-41.1% | $70,449-29.0% | $73,409-31.9% |
| Participation rate | 98.5% | 79.9%+18.6pp | 75.1%+23.5pp | 72.2%+26.4pp |
| Annual return | 30.00% | 13.39%+16.6pp | 109.03%-79.0pp | 59.29%-29.3pp |
| Employer contribution / active EE | $2,879 | $2,834+1.6% | $2,737+5.2% | $2,234+28.9% |
| Participant deferral / active EE | $8,952 | $3,387+164.3% | $3,709+141.4% | $3,805+135.3% |
| Admin fee / account holder | $86 | $98-12.8% | $3,845-97.8% | $158-45.8% |