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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,254 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,026 | $40,522-77.7% | $84,611-89.3% | $67,579-86.6% |
| Participation rate | 90.0% | 51.1%+38.9pp | 68.2%+21.8pp | 71.3%+18.7pp |
| Annual return | 5.92% | 32.72%-26.8pp | 258.74%-252.8pp | 378.56%-372.6pp |
| Employer contribution / active EE | $384 | $1,146-66.5% | $2,652-85.5% | $2,148-82.1% |
| Participant deferral / active EE | $1,155 | $2,132-45.8% | $3,899-70.4% | $3,539-67.4% |
| Admin fee / account holder | $36 | $145-75.4% | $4,912-99.3% | $142-74.8% |