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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,715 |
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 | $126,971 | $59,263+114.3% | $96,562+31.5% | $79,386+59.9% |
| Participation rate | 98.8% | 61.9%+36.9pp | 69.8%+28.9pp | 70.7%+28.1pp |
| Annual return | 12.57% | 27.07%-14.5pp | 37.78%-25.2pp | 116.85%-104.3pp |
| Employer contribution / active EE | $3,477 | $1,216+186.0% | $2,356+47.6% | $2,427+43.2% |
| Participant deferral / active EE | $916 | $2,948-68.9% | $3,849-76.2% | $4,046-77.3% |
| Admin fee / account holder | $28 | $658-95.8% | $6,181-99.5% | $626-95.5% |