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 | $6,536 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,853 | $73,102-41.4% | $123,544-65.3% | $56,287-23.9% |
| Participation rate | 80.6% | 74.3%+6.3pp | 82.3%-1.7pp | 69.9%+10.7pp |
| Annual return | -7.31% | 3.01%-10.3pp | 119.20%-126.5pp | -9.96%+2.6pp |
| Employer contribution / active EE | $2,586 | $2,977-13.1% | $4,628-44.1% | $2,111+22.5% |
| Participant deferral / active EE | $7,587 | $5,423+39.9% | $6,426+18.1% | $3,350+126.5% |
| Admin fee / account holder | $51 | $554-90.7% | $9,284-99.4% | $521-90.1% |