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 | $5,840 |
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 | $207,072 | $80,753+156.4% | $136,294+51.9% | $62,292+232.4% |
| Participation rate | 92.1% | 73.5%+18.6pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 15.01% | 35.83%-20.8pp | 5155.94%-5140.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $11,559 | $2,884+300.8% | $4,695+146.2% | $2,042+466.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $27 | $525-94.8% | $9,243-99.7% | $479-94.3% |