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 6-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,573 |
Participant contribution per participant 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 | $70,443 | $112,315-37.3% | $81,367-13.4% | $55,191+27.6% |
| Participation rate | 85.9% | 88.0%-2.1pp | 82.3%+3.6pp | 69.2%+16.7pp |
| Annual return | 0.00% | 0.62%-0.6pp | -0.92%+0.9pp | 10.78%-10.8pp |
| Employer contribution / active EE | $5,229 | $4,239+23.3% | $3,930+33.1% | $1,899+175.4% |
| Participant deferral / active EE | $2,768 | $6,435-57.0% | $5,383-48.6% | $3,046-9.1% |
| Admin fee / account holder | $41 | $83-50.7% | $8,926-99.5% | $91-54.7% |