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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,555 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,323 | $118,101+80.6% | $106,387+100.5% | $75,289+183.3% |
| Participation rate | 99.5% | 81.4%+18.1pp | 77.5%+22.1pp | 72.4%+27.1pp |
| Annual return | -3.65% | -2.42%-1.2pp | 0.25%-3.9pp | -0.04%-3.6pp |
| Employer contribution / active EE | $6,973 | $2,880+142.1% | $3,520+98.1% | $2,405+189.9% |
| Participant deferral / active EE | $9,172 | $4,681+95.9% | $5,421+69.2% | $3,739+145.3% |
| Admin fee / account holder | $3 | $85-96.9% | $7,510-100.0% | $102-97.4% |