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 9-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,435 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,353 | $63,905-63.5% | $74,183-68.5% | $57,658-59.5% |
| Participation rate | 93.8% | 79.8%+14.1pp | 76.6%+17.2pp | 70.2%+23.6pp |
| Annual return | 11.22% | 60.60%-49.4pp | 17.74%-6.5pp | 5.13%+6.1pp |
| Employer contribution / active EE | $619 | $1,840-66.4% | $2,370-73.9% | $1,974-68.6% |
| Participant deferral / active EE | $1,936 | $3,448-43.8% | $3,550-45.4% | $3,061-36.7% |
| Admin fee / account holder | $9 | $91-89.9% | $5,586-99.8% | $95-90.3% |