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 | $9,518 |
Employer contribution per participant 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.
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 | $27,762 | $84,948-67.3% | $70,449-60.6% | $73,409-62.2% |
| Participation rate | 99.5% | 79.9%+19.5pp | 75.1%+24.4pp | 72.2%+27.3pp |
| Annual return | 17.17% | 13.39%+3.8pp | 109.03%-91.9pp | 59.29%-42.1pp |
| Employer contribution / active EE | $325 | $2,834-88.5% | $2,737-88.1% | $2,234-85.5% |
| Participant deferral / active EE | $2,653 | $3,387-21.7% | $3,709-28.5% | $3,805-30.3% |
| Admin fee / account holder | $16 | $98-83.2% | $3,845-99.6% | $158-89.6% |