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 | $14,283 |
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 | $102,100 | $62,586+63.1% | $76,768+33.0% | $64,186+59.1% |
| Participation rate | 83.1% | 72.8%+10.3pp | 77.0%+6.2pp | 69.6%+13.6pp |
| Annual return | -6.10% | -1.95%-4.2pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,815 | $1,832+108.2% | $2,485+53.5% | $2,381+60.2% |
| Participant deferral / active EE | $10,726 | $3,145+241.1% | $3,852+178.5% | $3,470+209.2% |
| Admin fee / account holder | $132 | $4,667-97.2% | $6,675-98.0% | $4,888-97.3% |