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 | $66,253 |
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 | $172,781 | $40,522+326.4% | $84,611+104.2% | $67,579+155.7% |
| Participation rate | 98.6% | 51.1%+47.5pp | 68.2%+30.4pp | 71.3%+27.3pp |
| Annual return | 11.61% | 32.72%-21.1pp | 258.74%-247.1pp | 378.56%-366.9pp |
| Employer contribution / active EE | $5,795 | $1,146+405.6% | $2,652+118.5% | $2,148+169.8% |
| Participant deferral / active EE | $4,720 | $2,132+121.4% | $3,899+21.1% | $3,539+33.3% |
| Admin fee / account holder | $215 | $145+48.2% | $4,912-95.6% | $142+51.3% |