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 | $20,246 |
Employer contribution per participant 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 | $137,848 | $155,795-11.5% | $136,294+1.1% | $69,631+98.0% |
| Participation rate | 95.5% | 75.2%+20.2pp | 81.9%+13.6pp | 70.7%+24.8pp |
| Annual return | 17.51% | 232464.33%-232446.8pp | 5155.94%-5138.4pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $262 | $2,991-91.2% | $4,695-94.4% | $2,032-87.1% |
| Participant deferral / active EE | $7,554 | $5,394+40.0% | $6,247+20.9% | $3,224+134.3% |
| Admin fee / account holder | $31 | $128-75.6% | $9,243-99.7% | $110-71.6% |