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 | $641,149 |
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 | $133,412 | $127,481+4.7% | $149,696-10.9% | $90,288+47.8% |
| Participation rate | 97.5% | 78.2%+19.3pp | 82.5%+15.0pp | 73.4%+24.2pp |
| Annual return | 20.06% | 57.78%-37.7pp | 276.60%-256.5pp | 53.97%-33.9pp |
| Employer contribution / active EE | $3,690 | $3,448+7.0% | $4,644-20.5% | $2,524+46.2% |
| Participant deferral / active EE | $9,285 | $6,975+33.1% | $6,842+35.7% | $4,232+119.4% |
| Admin fee / account holder | $81 | $152-46.3% | $9,309-99.1% | $114-28.6% |