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 | $10,007 |
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 | $246,737 | $99,957+146.8% | $149,696+64.8% | $73,488+235.7% |
| Participation rate | 91.8% | 75.7%+16.1pp | 82.5%+9.3pp | 70.7%+21.1pp |
| Annual return | 12.18% | 53.87%-41.7pp | 276.60%-264.4pp | 28.51%-16.3pp |
| Employer contribution / active EE | $12,322 | $3,191+286.1% | $4,644+165.3% | $2,270+442.8% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $45 | $551-91.8% | $9,309-99.5% | $513-91.2% |