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 | $400 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $250,472 | $88,122+184.2% | $141,162+77.4% | $67,579+270.6% |
| Participation rate | 90.3% | 76.5%+13.9pp | 82.5%+7.9pp | 71.3%+19.1pp |
| Annual return | 19.46% | 75.40%-55.9pp | 71.39%-51.9pp | 378.56%-359.1pp |
| Employer contribution / active EE | $10,333 | $3,224+220.5% | $4,735+118.2% | $2,148+381.1% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $1 | $131-99.0% | $10,261-100.0% | $142-99.1% |