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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,952 |
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 | $217,612 | $58,879+269.6% | $178,490+21.9% | $73,488+196.1% |
| Participation rate | 96.8% | 66.2%+30.6pp | 81.9%+14.9pp | 70.7%+26.1pp |
| Annual return | 4.75% | 24.86%-20.1pp | 151.07%-146.3pp | 28.51%-23.8pp |
| Employer contribution / active EE | $13,152 | $2,236+488.1% | $5,011+162.5% | $2,270+479.3% |
| Participant deferral / active EE | $7,042 | $2,567+174.3% | $5,202+35.4% | $3,740+88.3% |
| Admin fee / account holder | $18 | $400-95.6% | $13,984-99.9% | $513-96.5% |