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 | $14,494 |
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 | $156,752 | $78,422+99.9% | $95,952+63.4% | $79,858+96.3% |
| Participation rate | 82.1% | 73.5%+8.7pp | 77.1%+5.1pp | 69.6%+12.5pp |
| Annual return | 13.51% | 19.37%-5.9pp | 91.61%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,625 | $1,945+35.0% | $2,541+3.3% | $2,471+6.2% |
| Participant deferral / active EE | $10,379 | $3,440+201.7% | $4,167+149.1% | $3,740+177.5% |
| Admin fee / account holder | $146 | $5,622-97.4% | $6,795-97.8% | $5,306-97.2% |