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 | $16,378 |
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 | $65,556 | $88,515-25.9% | $162,163-59.6% | $67,579-3.0% |
| Participation rate | 99.5% | 86.8%+12.7pp | 87.6%+11.9pp | 71.3%+28.2pp |
| Annual return | 18.70% | 27.04%-8.3pp | 115.59%-96.9pp | 378.56%-359.9pp |
| Employer contribution / active EE | $8,606 | $3,563+141.5% | $5,614+53.3% | $2,148+300.7% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $32 | $124-74.1% | $10,843-99.7% | $142-77.5% |