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 15 · EIN 23-1945930 | Recordkeeping | $306 |
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 | $61,850 | $81,258-23.9% | $105,218-41.2% | $59,632+3.7% |
| Participation rate | 94.8% | 75.4%+19.4pp | 77.2%+17.6pp | 68.7%+26.1pp |
| Annual return | -2.07% | 1.96%-4.0pp | 5.33%-7.4pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $3,782 | $2,562+47.6% | $3,255+16.2% | $2,203+71.7% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $4,867-100.0% | $3,192-100.0% |
| Admin fee / account holder | $137 | $5,841-97.6% | $6,992-98.0% | $4,297-96.8% |