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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,065 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,649 | $72,607+77.2% | $90,749+41.8% | $66,914+92.3% |
| Participation rate | 94.6% | 73.7%+20.9pp | 75.7%+18.9pp | 69.8%+24.8pp |
| Annual return | -16.22% | -12.28%-3.9pp | -12.16%-4.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $4,573 | $2,369+93.1% | $2,921+56.6% | $2,544+79.7% |
| Participant deferral / active EE | $13,765 | $3,977+246.1% | $4,564+201.6% | $4,237+224.9% |
| Admin fee / account holder | $6 | $707-99.1% | $8,445-99.9% | $593-98.9% |