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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,455 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,531 | $148,970-31.2% | $136,007-24.6% | $199,768-48.7% |
| Participation rate | 98.2% | 79.4%+18.9pp | 76.5%+21.8pp | 72.0%+26.2pp |
| Annual return | 15.36% | 27.07%-11.7pp | 579.32%-564.0pp | 34.26%-18.9pp |
| Employer contribution / active EE | $3,912 | $3,561+9.8% | $4,215-7.2% | $3,037+28.8% |
| Participant deferral / active EE | $5,535 | $6,140-9.8% | $7,024-21.2% | $5,090+8.8% |
| Admin fee / account holder | $5 | $144-96.3% | $6,858-99.9% | $269-98.0% |