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 9-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 | $89,589 |
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 | $120,660 | $100,801+19.7% | $149,696-19.4% | $73,409+64.4% |
| Participation rate | 94.9% | 77.7%+17.2pp | 82.5%+12.4pp | 72.2%+22.7pp |
| Annual return | 8.26% | 265.34%-257.1pp | 276.60%-268.3pp | 59.29%-51.0pp |
| Employer contribution / active EE | $3,037 | $3,312-8.3% | $4,644-34.6% | $2,234+36.0% |
| Participant deferral / active EE | $5,399 | $6,404-15.7% | $6,842-21.1% | $3,805+41.9% |
| Admin fee / account holder | $138 | $181-23.5% | $9,309-98.5% | $158-12.4% |