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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $116,985 |
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 | $249,262 | $78,781+216.4% | $100,516+148.0% | $73,409+239.6% |
| Participation rate | 97.1% | 80.0%+17.1pp | 79.4%+17.7pp | 72.2%+24.9pp |
| Annual return | 14.24% | 31.69%-17.5pp | 30.89%-16.7pp | 59.29%-45.1pp |
| Employer contribution / active EE | $9,913 | $2,420+309.7% | $3,418+190.1% | $2,234+343.8% |
| Participant deferral / active EE | $11,169 | $6,537+70.8% | $6,270+78.1% | $3,805+193.5% |
| Admin fee / account holder | $167 | $145+14.8% | $8,081-97.9% | $158+5.7% |