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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,806 |
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 | $26,293 | $44,873-41.4% | $79,464-66.9% | $56,287-53.3% |
| Participation rate | 93.1% | 68.7%+24.4pp | 73.3%+19.8pp | 69.9%+23.3pp |
| Annual return | -7.26% | 0.81%-8.1pp | 718.14%-725.4pp | -9.96%+2.7pp |
| Employer contribution / active EE | $1,935 | $2,140-9.6% | $2,800-30.9% | $2,111-8.3% |
| Participant deferral / active EE | $3,262 | $2,746+18.8% | $3,704-11.9% | $3,350-2.6% |
| Admin fee / account holder | $96 | $418-77.0% | $5,113-98.1% | $521-81.5% |