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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,744 |
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 | $103,596 | $99,957+3.6% | $149,696-30.8% | $73,488+41.0% |
| Participation rate | 92.8% | 75.7%+17.1pp | 82.5%+10.3pp | 70.7%+22.1pp |
| Annual return | 32.92% | 53.87%-21.0pp | 276.60%-243.7pp | 28.51%+4.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,087 | $6,073+49.6% | $6,842+32.8% | $3,740+143.0% |
| Admin fee / account holder | $24 | $551-95.6% | $9,309-99.7% | $513-95.2% |