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 | $217,195 |
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 | $61,390 | $67,598-9.2% | $75,886-19.1% | $77,787-21.1% |
| Participation rate | 91.1% | 69.6%+21.6pp | 69.3%+21.8pp | 73.2%+17.9pp |
| Annual return | 21.78% | 23.18%-1.4pp | 30.76%-9.0pp | 32.57%-10.8pp |
| Employer contribution / active EE | $1,492 | $2,430-38.6% | $2,500-40.3% | $2,504-40.4% |
| Participant deferral / active EE | $4,482 | $3,502+28.0% | $3,603+24.4% | $3,967+13.0% |
| Admin fee / account holder | $124 | $96+29.2% | $5,418-97.7% | $100+24.4% |