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 | $3,495 |
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 | $61,988 | $63,924-3.0% | $108,579-42.9% | $55,167+12.4% |
| Participation rate | 99.6% | 74.3%+25.2pp | 79.6%+20.0pp | 69.0%+30.6pp |
| Annual return | 2.51% | 15.31%-12.8pp | -51.70%+54.2pp | 169.23%-166.7pp |
| Employer contribution / active EE | $2,449 | $1,879+30.3% | $3,758-34.8% | $1,963+24.8% |
| Participant deferral / active EE | $3,174 | $3,067+3.5% | $4,311-26.4% | $3,054+3.9% |
| Admin fee / account holder | $6 | $618-99.0% | $7,645-99.9% | $504-98.8% |