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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,368 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $63,145 | $58,879+7.2% | $178,490-64.6% | $73,488-14.1% |
| Participation rate | 77.2% | 66.2%+10.9pp | 81.9%-4.8pp | 70.7%+6.5pp |
| Annual return | 15.69% | 24.86%-9.2pp | 151.07%-135.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,303 | $2,236+3.0% | $5,011-54.0% | $2,270+1.4% |
| Participant deferral / active EE | $3,522 | $2,567+37.2% | $5,202-32.3% | $3,740-5.8% |
| Admin fee / account holder | $110 | $400-72.6% | $13,984-99.2% | $513-78.6% |