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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $949 |
Participant contribution per participant 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 | $24,858 | $48,576-48.8% | $169,463-85.3% | $56,287-55.8% |
| Participation rate | 98.2% | 65.8%+32.4pp | 77.8%+20.4pp | 69.9%+28.4pp |
| Annual return | -5.20% | -2.51%-2.7pp | 1.83%-7.0pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,353 | $1,559-13.2% | $4,159-67.5% | $2,111-35.9% |
| Participant deferral / active EE | $1,087 | $3,275-66.8% | $5,277-79.4% | $3,350-67.6% |
| Admin fee / account holder | $7 | $435-98.5% | $9,109-99.9% | $521-98.7% |