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 | $1,138 |
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 | $30,161 | $62,132-51.5% | $185,823-83.8% | $73,488-59.0% |
| Participation rate | 95.4% | 67.8%+27.6pp | 78.0%+17.3pp | 70.7%+24.7pp |
| Annual return | 13.82% | 20.44%-6.6pp | 35.95%-22.1pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,519 | $1,681-9.6% | $4,087-62.8% | $2,270-33.1% |
| Participant deferral / active EE | $1,379 | $3,711-62.8% | $5,632-75.5% | $3,740-63.1% |
| Admin fee / account holder | $7 | $419-98.3% | $9,500-99.9% | $513-98.6% |