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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $161,090 |
PORTFOLIO EVALUATIONS, INC.3 years Service code 16 · EIN 22-3189064 | Consulting | $37,500 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP INC. Service code 99 | Other Fees | $0 |
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 | $223,266 | $127,481+75.1% | $149,696+49.1% | $90,288+147.3% |
| Participation rate | 99.0% | 78.2%+20.8pp | 82.5%+16.5pp | 73.4%+25.6pp |
| Annual return | 1.90% | 57.78%-55.9pp | 276.60%-274.7pp | 53.97%-52.1pp |
| Employer contribution / active EE | $9,769 | $3,448+183.3% | $4,644+110.3% | $2,524+287.0% |
| Participant deferral / active EE | $10,712 | $6,975+53.6% | $6,842+56.6% | $4,232+153.1% |
| Admin fee / account holder | $99 | $152-34.8% | $9,309-98.9% | $114-13.3% |