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 | $3,660 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $105,442 | $59,186+78.2% | $76,768+37.4% | $56,287+87.3% |
| Participation rate | 75.4% | 75.2%+0.1pp | 77.0%-1.6pp | 69.9%+5.5pp |
| Annual return | -5.28% | 6.62%-11.9pp | 2.43%-7.7pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,680 | $1,759+52.4% | $2,485+7.9% | $2,111+27.0% |
| Participant deferral / active EE | $7,354 | $3,255+125.9% | $3,852+90.9% | $3,350+119.5% |
| Admin fee / account holder | $20 | $489-96.0% | $6,675-99.7% | $521-96.2% |