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 | $10,467 |
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 | $60,155 | $79,523-24.4% | $140,016-57.0% | $56,287+6.9% |
| Participation rate | 82.2% | 85.7%-3.5pp | 87.5%-5.3pp | 69.9%+12.4pp |
| Annual return | -2.50% | 2.39%-4.9pp | 651.12%-653.6pp | -9.96%+7.5pp |
| Employer contribution / active EE | $3,111 | $3,350-7.1% | $5,606-44.5% | $2,111+47.4% |
| Participant deferral / active EE | $5,598 | $5,129+9.2% | $6,927-19.2% | $3,350+67.1% |
| Admin fee / account holder | $43 | $614-93.0% | $10,705-99.6% | $521-91.8% |