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 | $14,782 |
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 | $63,568 | $66,124-3.9% | $90,404-29.7% | $73,488-13.5% |
| Participation rate | 74.6% | 69.7%+5.0pp | 72.7%+2.0pp | 70.7%+4.0pp |
| Annual return | 14.41% | 17.65%-3.2pp | 1293.02%-1278.6pp | 28.51%-14.1pp |
| Employer contribution / active EE | $70 | $2,346-97.0% | $3,262-97.9% | $2,270-96.9% |
| Participant deferral / active EE | $3,741 | $3,039+23.1% | $3,963-5.6% | $3,7400% |
| Admin fee / account holder | $98 | $396-75.3% | $5,611-98.3% | $513-80.9% |