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 | $64,045 |
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 | $153,656 | $44,473+245.5% | $76,523+100.8% | $55,725+175.7% |
| Participation rate | 99.3% | 51.0%+48.3pp | 68.0%+31.3pp | 70.9%+28.4pp |
| Annual return | 1.00% | -2.01%+3.0pp | -0.27%+1.3pp | 244.93%-243.9pp |
| Employer contribution / active EE | $5,698 | $1,101+417.4% | $2,647+115.2% | $2,078+174.2% |
| Participant deferral / active EE | $4,301 | $1,988+116.4% | $3,835+12.1% | $3,356+28.2% |
| Admin fee / account holder | $213 | $134+59.0% | $4,848-95.6% | $115+85.1% |