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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,375 |
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 | $89,913 | $63,905+40.7% | $74,183+21.2% | $57,658+55.9% |
| Participation rate | 99.3% | 79.8%+19.5pp | 76.6%+22.7pp | 70.2%+29.1pp |
| Annual return | 1.46% | 60.60%-59.1pp | 17.74%-16.3pp | 5.13%-3.7pp |
| Employer contribution / active EE | $4,690 | $1,840+154.9% | $2,370+97.9% | $1,974+137.6% |
| Participant deferral / active EE | $5,641 | $3,448+63.6% | $3,550+58.9% | $3,061+84.3% |
| Admin fee / account holder | $1 | $91-98.6% | $5,586-100.0% | $95-98.6% |