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 | $8,314 |
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 | $76,309 | $56,629+34.8% | $77,999-2.2% | $55,167+38.3% |
| Participation rate | 93.1% | 73.3%+19.8pp | 75.5%+17.6pp | 69.0%+24.1pp |
| Annual return | 4.57% | 2866.98%-2862.4pp | 425.96%-421.4pp | 169.23%-164.7pp |
| Employer contribution / active EE | $3,564 | $1,723+106.8% | $2,470+44.3% | $1,963+81.6% |
| Participant deferral / active EE | $2,597 | $2,777-6.5% | $3,497-25.7% | $3,054-15.0% |
| Admin fee / account holder | $30 | $467-93.5% | $5,480-99.4% | $504-94.0% |