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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,700 |
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 | $53,372 | $42,548+25.4% | $74,550-28.4% | $56,287-5.2% |
| Participation rate | 97.4% | 60.5%+37.0pp | 69.1%+28.3pp | 69.9%+27.6pp |
| Annual return | -5.94% | 12.40%-18.3pp | 32.53%-38.5pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,447 | $855+186.2% | $1,961+24.8% | $2,111+15.9% |
| Participant deferral / active EE | $633 | $2,277-72.2% | $3,108-79.6% | $3,350-81.1% |
| Admin fee / account holder | $5 | $467-98.9% | $5,060-99.9% | $521-99.0% |