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 | $14,046 |
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 | $127,914 | $72,492+76.5% | $87,100+46.9% | $72,985+75.3% |
| Participation rate | 85.4% | 72.8%+12.6pp | 76.9%+8.5pp | 69.5%+15.9pp |
| Annual return | 21.86% | 24.46%-2.6pp | 28.19%-6.3pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,558 | $1,894+87.9% | $2,521+41.1% | $2,440+45.8% |
| Participant deferral / active EE | $9,668 | $3,270+195.7% | $4,049+138.8% | $3,607+168.0% |
| Admin fee / account holder | $133 | $5,055-97.4% | $7,497-98.2% | $5,124-97.4% |