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.1+ years Service code 64 | Recordkeeping Fees | $0 |
Annual investment return 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 | $42,254 | $68,413-38.2% | $123,104-65.7% | $55,191-23.4% |
| Participation rate | 99.7% | 84.5%+15.2pp | 86.8%+12.9pp | 69.2%+30.5pp |
| Annual return | -1.30% | 6.30%-7.6pp | 13.22%-14.5pp | 10.78%-12.1pp |
| Employer contribution / active EE | $8,259 | $3,050+170.8% | $5,151+60.3% | $1,899+335.0% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,015-100.0% | $91-100.0% |