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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,049 |
Employer 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 | $51,124 | $44,873+13.9% | $79,464-35.7% | $56,287-9.2% |
| Participation rate | 74.0% | 68.7%+5.3pp | 73.3%+0.7pp | 69.9%+4.1pp |
| Annual return | -4.02% | 0.81%-4.8pp | 718.14%-722.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $62 | $2,140-97.1% | $2,800-97.8% | $2,111-97.1% |
| Participant deferral / active EE | $4,146 | $2,746+51.0% | $3,704+11.9% | $3,350+23.8% |
| Admin fee / account holder | $99 | $418-76.3% | $5,113-98.1% | $521-81.0% |