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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,892 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,311 | $143,525+80.7% | $379,746-31.7% | $90,288+187.2% |
| Participation rate | 98.9% | 82.9%+16.0pp | 78.4%+20.5pp | 73.4%+25.6pp |
| Annual return | 10.18% | 18.97%-8.8pp | 34.90%-24.7pp | 53.97%-43.8pp |
| Employer contribution / active EE | $7,643 | $3,201+138.8% | $3,540+115.9% | $2,524+202.8% |
| Participant deferral / active EE | $9,283 | $5,231+77.5% | $6,024+54.1% | $4,232+119.3% |
| Admin fee / account holder | $5 | $100-94.9% | $7,927-99.9% | $114-95.5% |