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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,890 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $379,034 | $82,130+361.5% | $453,369-16.4% | $79,386+377.5% |
| Participation rate | 98.7% | 73.4%+25.3pp | 78.0%+20.7pp | 70.7%+27.9pp |
| Annual return | 10.22% | 345.31%-335.1pp | 64.40%-54.2pp | 116.85%-106.6pp |
| Employer contribution / active EE | $15,661 | $2,659+489.1% | $4,070+284.8% | $2,427+545.2% |
| Participant deferral / active EE | $0 | $4,314-100.0% | $6,209-100.0% | $4,046-100.0% |
| Admin fee / account holder | $48 | $531-90.9% | $11,209-99.6% | $626-92.3% |