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.4+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945960 | Recordkeeping | $130,484 |
Filed as: MCCONNELL & JONES LLP Service code 99 · EIN 76-0488832 | Other Fees | $10,412 |
THE VANGUARD GROUP, INC.4+ years Service code 64 | Recordkeeping Fees | $0 |
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 | $203,385 | $40,522+401.9% | $84,611+140.4% | $67,579+201.0% |
| Participation rate | 97.6% | 51.1%+46.5pp | 68.2%+29.4pp | 71.3%+26.4pp |
| Annual return | 3.11% | 32.72%-29.6pp | 258.74%-255.6pp | 378.56%-375.4pp |
| Employer contribution / active EE | $4,116 | $1,146+259.1% | $2,652+55.2% | $2,148+91.6% |
| Participant deferral / active EE | $7,962 | $2,132+273.5% | $3,899+104.2% | $3,539+125.0% |
| Admin fee / account holder | $114 | $145-21.3% | $4,912-97.7% | $142-19.6% |