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 | $13,624 |
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 | $90,767 | $59,535+52.5% | $90,160+0.7% | $62,292+45.7% |
| Participation rate | 87.1% | 73.0%+14.1pp | 76.9%+10.2pp | 69.5%+17.6pp |
| Annual return | 13.94% | 23.53%-9.6pp | 34.88%-20.9pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,426 | $1,826-21.9% | $3,318-57.0% | $2,042-30.2% |
| Participant deferral / active EE | $2,419 | $4,639-47.8% | $5,288-54.2% | $3,169-23.7% |
| Admin fee / account holder | $71 | $337-79.0% | $5,943-98.8% | $479-85.3% |