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 | $11,686 |
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 | $105,365 | $73,404+43.5% | $87,100+21.0% | $67,579+55.9% |
| Participation rate | 99.2% | 80.9%+18.3pp | 76.9%+22.3pp | 71.3%+27.9pp |
| Annual return | 12.30% | 48.29%-36.0pp | 28.19%-15.9pp | 378.56%-366.3pp |
| Employer contribution / active EE | $4,804 | $2,014+138.5% | $2,521+90.5% | $2,148+123.7% |
| Participant deferral / active EE | $5,993 | $3,913+53.2% | $4,049+48.0% | $3,539+69.3% |
| Admin fee / account holder | $5 | $142-96.5% | $7,497-99.9% | $142-96.5% |