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 | $30,848 |
Employer contribution per participant 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 | $224,682 | $99,957+124.8% | $149,696+50.1% | $73,488+205.7% |
| Participation rate | 86.0% | 75.7%+10.3pp | 82.5%+3.5pp | 70.7%+15.3pp |
| Annual return | 15.22% | 53.87%-38.6pp | 276.60%-261.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $16,038 | $6,073+164.1% | $6,842+134.4% | $3,740+328.9% |
| Admin fee / account holder | $88 | $551-84.1% | $9,309-99.1% | $513-82.9% |