Filed November 2, 2022
Total covered: 34 employees
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 | $7,675 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,484 | $117,734+96.6% | $115,752+100.0% | $77,958+196.9% |
| Participation rate | 98.9% | 82.0%+16.8pp | 77.8%+21.1pp | 71.6%+27.2pp |
| Annual return | 9.61% | 17.65%-8.0pp | 19.41%-9.8pp | 20.87%-11.3pp |
| Employer contribution / active EE | $6,502 | $2,736+137.7% | $3,492+86.2% | $2,310+181.4% |
| Participant deferral / active EE | $8,504 | $4,435+91.8% | $5,204+63.4% | $3,537+140.5% |
| Admin fee / account holder | $3 | $75-96.5% | $6,278-100.0% | $97-97.3% |