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 | $6,082 |
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 | $48,575 | $71,802-32.3% | $133,980-63.7% | $57,658-15.8% |
| Participation rate | 99.4% | 85.5%+13.9pp | 87.1%+12.4pp | 70.2%+29.2pp |
| Annual return | 6.93% | 13.51%-6.6pp | 29.30%-22.4pp | 5.13%+1.8pp |
| Employer contribution / active EE | $8,970 | $3,161+183.7% | $5,211+72.1% | $1,974+354.5% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $14 | $88-83.5% | $9,324-99.8% | $95-84.7% |