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 | $10,570 |
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 | $84,229 | $51,244+64.4% | $80,975+4.0% | $55,167+52.7% |
| Participation rate | 88.2% | 71.7%+16.5pp | 75.8%+12.4pp | 69.0%+19.2pp |
| Annual return | 6.44% | 17.39%-11.0pp | 17.10%-10.7pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,462 | $1,770-17.4% | $3,714-60.6% | $1,963-25.5% |
| Participant deferral / active EE | $2,525 | $4,418-42.8% | $5,696-55.7% | $3,054-17.3% |
| Admin fee / account holder | $56 | $398-86.0% | $5,516-99.0% | $504-88.9% |