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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,796 |
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 | $73,067 | $44,873+62.8% | $79,464-8.0% | $56,287+29.8% |
| Participation rate | 88.2% | 68.7%+19.5pp | 73.3%+14.9pp | 69.9%+18.4pp |
| Annual return | -6.55% | 0.81%-7.4pp | 718.14%-724.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,572 | $2,140-26.5% | $2,800-43.9% | $2,111-25.5% |
| Participant deferral / active EE | $3,790 | $2,746+38.0% | $3,704+2.3% | $3,350+13.1% |
| Admin fee / account holder | $41 | $418-90.1% | $5,113-99.2% | $521-92.1% |