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 | $6,533 |
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 | $113,518 | $54,573+108.0% | $90,951+24.8% | $73,488+54.5% |
| Participation rate | 93.1% | 61.2%+32.0pp | 69.0%+24.1pp | 70.7%+22.5pp |
| Annual return | 14.02% | 16.69%-2.7pp | 134.60%-120.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,604 | $991+61.8% | $2,122-24.4% | $2,270-29.4% |
| Participant deferral / active EE | $709 | $2,517-71.8% | $3,373-79.0% | $3,740-81.0% |
| Admin fee / account holder | $31 | $521-94.0% | $5,959-99.5% | $513-93.9% |