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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,186 |
Filed as: FIDUCIARY PLAN CONSULTANTS Service code 27 · EIN 47-1186155 | Advisory (Plan) | $5,811 |
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 | $29,980 | $79,519-62.3% | $95,952-68.8% | $73,409-59.2% |
| Participation rate | 90.4% | 81.2%+9.3pp | 77.1%+13.4pp | 72.2%+18.3pp |
| Annual return | 14.56% | 19.20%-4.6pp | 91.61%-77.1pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,292 | $2,048-36.9% | $2,541-49.2% | $2,234-42.2% |
| Participant deferral / active EE | $4,044 | $4,138-2.3% | $4,167-2.9% | $3,805+6.3% |
| Admin fee / account holder | $86 | $184-53.5% | $6,795-98.7% | $158-45.7% |