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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $83,000 |
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 | $67,481 | $65,118+3.6% | $76,768-12.1% | $55,725+21.1% |
| Participation rate | 75.1% | 79.6%-4.5pp | 77.0%-1.8pp | 70.9%+4.3pp |
| Annual return | -3.12% | -1.27%-1.9pp | 2.43%-5.5pp | 244.93%-248.1pp |
| Employer contribution / active EE | $2,017 | $1,941+3.9% | $2,485-18.8% | $2,078-2.9% |
| Participant deferral / active EE | $4,022 | $3,688+9.0% | $3,852+4.4% | $3,356+19.8% |
| Admin fee / account holder | $6 | $116-94.7% | $6,675-99.9% | $115-94.7% |