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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $452,096 |
CROWE LLP1 year Service code 99 · EIN 35-0921680 | Other Fees | $31,600 |
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 | $230,646 | $95,776+140.8% | $162,163+42.2% | $77,787+196.5% |
| Participation rate | 90.1% | 88.6%+1.4pp | 87.6%+2.5pp | 73.2%+16.9pp |
| Annual return | 19.58% | 37.03%-17.4pp | 115.59%-96.0pp | 32.57%-13.0pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $5,614-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $9,860 | $6,125+61.0% | $7,298+35.1% | $3,967+148.5% |
| Admin fee / account holder | $163 | $88+85.6% | $10,843-98.5% | $100+62.6% |