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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,825 |
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 | $97,135 | $136,307-28.7% | $177,821-45.4% | $73,488+32.2% |
| Participation rate | 77.9% | 86.1%-8.2pp | 87.7%-9.9pp | 70.7%+7.2pp |
| Annual return | 16.45% | 18.68%-2.2pp | 48.32%-31.9pp | 28.51%-12.1pp |
| Employer contribution / active EE | $3,134 | $3,712-15.6% | $5,918-47.0% | $2,270+38.1% |
| Participant deferral / active EE | $6,171 | $5,829+5.9% | $7,714-20.0% | $3,740+65.0% |
| Admin fee / account holder | $11 | $596-98.1% | $12,427-99.9% | $513-97.8% |