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 63 · EIN 23-1945930 | 12b-1 Fees | $1,890 |
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 | $60,104 | $76,000-20.9% | $154,107-61.0% | $64,186-6.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.13% | 30.32%-38.4pp | 735.12%-743.2pp | 7.63%-15.8pp |
| Employer contribution / active EE | $5,698 | $3,351+70.1% | $5,298+7.6% | $2,381+139.3% |
| Participant deferral / active EE | $3,823 | $3,175+20.4% | $5,081-24.8% | $3,470+10.2% |
| Admin fee / account holder | $164 | $5,596-97.1% | $13,411-98.8% | $4,888-96.6% |