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 | $5,985 |
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 | $140,284 | $74,347+88.7% | $93,606+49.9% | $67,579+107.6% |
| Participation rate | 99.1% | 80.6%+18.5pp | 75.8%+23.2pp | 71.3%+27.8pp |
| Annual return | 18.20% | 28.07%-9.9pp | 32.76%-14.6pp | 378.56%-360.4pp |
| Employer contribution / active EE | $4,112 | $2,583+59.2% | $2,718+51.3% | $2,148+91.5% |
| Participant deferral / active EE | $6,200 | $4,060+52.7% | $4,069+52.4% | $3,539+75.2% |
| Admin fee / account holder | $7 | $123-94.0% | $7,888-99.9% | $142-94.8% |