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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,838 |
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 | $117,271 | $74,089+58.3% | $133,980-12.5% | $55,167+112.6% |
| Participation rate | 98.3% | 84.3%+14.0pp | 87.1%+11.3pp | 69.0%+29.3pp |
| Annual return | 6.51% | 12.11%-5.6pp | 29.30%-22.8pp | 169.23%-162.7pp |
| Employer contribution / active EE | $3,658 | $3,064+19.4% | $5,211-29.8% | $1,963+86.4% |
| Participant deferral / active EE | $6,164 | $4,678+31.8% | $6,282-1.9% | $3,054+101.8% |
| Admin fee / account holder | $42 | $458-90.8% | $9,324-99.5% | $504-91.6% |