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 | $2,849 |
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 | $245,379 | $99,957+145.5% | $149,696+63.9% | $73,488+233.9% |
| Participation rate | 98.3% | 75.7%+22.6pp | 82.5%+15.8pp | 70.7%+27.6pp |
| Annual return | 13.48% | 53.87%-40.4pp | 276.60%-263.1pp | 28.51%-15.0pp |
| Employer contribution / active EE | $3,057 | $3,191-4.2% | $4,644-34.2% | $2,270+34.7% |
| Participant deferral / active EE | $9,645 | $6,073+58.8% | $6,842+41.0% | $3,740+157.9% |
| Admin fee / account holder | $18 | $551-96.8% | $9,309-99.8% | $513-96.6% |