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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,916 |
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 | $246,928 | $136,853+80.4% | $130,231+89.6% | $80,160+208.0% |
| Participation rate | 99.4% | 81.6%+17.8pp | 76.3%+23.1pp | 72.9%+26.5pp |
| Annual return | 10.37% | 22.66%-12.3pp | 38.77%-28.4pp | 40.38%-30.0pp |
| Employer contribution / active EE | $8,843 | $3,395+160.5% | $4,126+114.3% | $2,978+197.0% |
| Participant deferral / active EE | $10,531 | $5,856+79.8% | $6,799+54.9% | $5,017+109.9% |
| Admin fee / account holder | $5 | $184-97.5% | $6,020-99.9% | $145-96.8% |