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 | $108,053 |
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 | $25,233 | $45,382-44.4% | $154,107-83.6% | $75,289-66.5% |
| Participation rate | 97.5% | 65.9%+31.6pp | 83.0%+14.5pp | 72.4%+25.1pp |
| Annual return | -5.82% | -0.47%-5.3pp | 735.12%-740.9pp | -0.04%-5.8pp |
| Employer contribution / active EE | $622 | $1,533-59.4% | $5,298-88.3% | $2,405-74.1% |
| Participant deferral / active EE | $3,708 | $2,384+55.5% | $5,081-27.0% | $3,739-0.8% |
| Admin fee / account holder | $55 | $89-38.3% | $13,411-99.6% | $102-46.1% |