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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,204 |
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 | $94,494 | $93,182+1.4% | $146,665-35.6% | $79,386+19.0% |
| Participation rate | 96.5% | 76.4%+20.1pp | 80.1%+16.5pp | 70.7%+25.8pp |
| Annual return | 25.58% | 21.61%+4.0pp | 22.74%+2.8pp | 116.85%-91.3pp |
| Employer contribution / active EE | $320 | $2,420-86.8% | $4,136-92.3% | $2,427-86.8% |
| Participant deferral / active EE | $6,343 | $4,169+52.1% | $5,506+15.2% | $4,046+56.8% |
| Admin fee / account holder | $121 | $585-79.3% | $10,280-98.8% | $626-80.6% |