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 9-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,893 |
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 | $217,555 | $63,905+240.4% | $74,183+193.3% | $57,658+277.3% |
| Participation rate | 98.4% | 79.8%+18.6pp | 76.6%+21.8pp | 70.2%+28.2pp |
| Annual return | 2.14% | 60.60%-58.5pp | 17.74%-15.6pp | 5.13%-3.0pp |
| Employer contribution / active EE | $9,245 | $1,840+402.3% | $2,370+290.1% | $1,974+368.4% |
| Participant deferral / active EE | $3,979 | $3,448+15.4% | $3,550+12.1% | $3,061+30.0% |
| Admin fee / account holder | $53 | $91-42.0% | $5,586-99.1% | $95-44.1% |