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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,880 |
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 | $93,670 | $49,138+90.6% | $84,015+11.5% | $65,185+43.7% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 70.2%+29.8pp |
| Annual return | 21.31% | 23.00%-1.7pp | 71.31%-50.0pp | 29.38%-8.1pp |
| Employer contribution / active EE | $2,326 | $914+154.5% | $1,983+17.2% | $2,177+6.8% |
| Participant deferral / active EE | $677 | $2,397-71.8% | $3,239-79.1% | $3,514-80.7% |
| Admin fee / account holder | $39 | $543-92.8% | $6,101-99.4% | $847-95.4% |