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 50 · EIN 23-1945930 | Direct Payment | $933 |
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 | $14,153 | $32,037-55.8% | $69,182-79.5% | $62,891-77.5% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 6.33% | 15.16%-8.8pp | -21.93%+28.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,728 | $679+154.4% | $1,206+43.2% | $2,281-24.2% |
| Participant deferral / active EE | $2,472 | $1,185+108.5% | $1,897+30.3% | $3,203-22.8% |
| Admin fee / account holder | $127 | $2,608-95.1% | $2,697-95.3% | $4,296-97.0% |