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 | $72,487 |
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 | $157,641 | $39,948+294.6% | $89,391+76.4% | $73,409+114.7% |
| Participation rate | 94.0% | 50.4%+43.6pp | 68.0%+26.0pp | 72.2%+21.8pp |
| Annual return | 7.71% | 50.12%-42.4pp | 245.62%-237.9pp | 59.29%-51.6pp |
| Employer contribution / active EE | $5,355 | $1,200+346.3% | $2,586+107.1% | $2,234+139.8% |
| Participant deferral / active EE | $4,661 | $2,193+112.5% | $3,890+19.8% | $3,805+22.5% |
| Admin fee / account holder | $206 | $134+53.4% | $4,881-95.8% | $158+30.4% |