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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,410 |
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 | $128,446 | $51,620+148.8% | $90,281+42.3% | $65,185+97.0% |
| Participation rate | 98.6% | 68.6%+30.0pp | 73.3%+25.3pp | 70.2%+28.4pp |
| Annual return | 17.16% | 24.94%-7.8pp | 78.10%-60.9pp | 29.38%-12.2pp |
| Employer contribution / active EE | $1,951 | $2,235-12.7% | $2,854-31.7% | $2,177-10.4% |
| Participant deferral / active EE | $8,554 | $2,871+198.0% | $3,885+120.2% | $3,514+143.4% |
| Admin fee / account holder | $159 | $384-58.6% | $5,351-97.0% | $847-81.2% |