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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $344 |
Participant contribution per participant 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 | $39,154 | $66,813-41.4% | $100,516-61.0% | $73,488-46.7% |
| Participation rate | 70.3% | 77.5%-7.2pp | 79.4%-9.1pp | 70.7%-0.4pp |
| Annual return | 15.98% | 25.70%-9.7pp | 30.89%-14.9pp | 28.51%-12.5pp |
| Employer contribution / active EE | $1,056 | $2,147-50.8% | $3,418-69.1% | $2,270-53.5% |
| Participant deferral / active EE | $2,401 | $5,883-59.2% | $6,270-61.7% | $3,740-35.8% |
| Admin fee / account holder | $5 | $512-99.1% | $8,081-99.9% | $513-99.1% |