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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $168,693 |
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 | $60,377 | $85,635-29.5% | $123,892-51.3% | $63,975-5.6% |
| Participation rate | 97.2% | 74.9%+22.3pp | 81.4%+15.8pp | 71.1%+26.1pp |
| Annual return | -0.45% | 15.74%-16.2pp | 47.52%-48.0pp | 48.65%-49.1pp |
| Employer contribution / active EE | $1,523 | $3,076-50.5% | $4,617-67.0% | $2,182-30.2% |
| Participant deferral / active EE | $7,129 | $5,667+25.8% | $5,984+19.1% | $3,356+112.4% |
| Admin fee / account holder | $73 | $75-2.6% | $8,357-99.1% | $70+3.6% |