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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $810 |
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 | $113,338 | $79,523+42.5% | $140,016-19.1% | $56,287+101.4% |
| Participation rate | 98.9% | 85.7%+13.2pp | 87.5%+11.4pp | 69.9%+29.0pp |
| Annual return | -6.50% | 2.39%-8.9pp | 651.12%-657.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $9,220 | $3,350+175.2% | $5,606+64.5% | $2,111+336.8% |
| Participant deferral / active EE | $15,750 | $5,129+207.1% | $6,927+127.4% | $3,350+370.2% |
| Admin fee / account holder | $3 | $614-99.4% | $10,705-100.0% | $521-99.3% |