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 | $5,010 |
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 | $12,923 | $56,629-77.2% | $77,999-83.4% | $55,167-76.6% |
| Participation rate | 83.2% | 73.3%+9.9pp | 75.5%+7.7pp | 69.0%+14.3pp |
| Annual return | 10.60% | 2866.98%-2856.4pp | 425.96%-415.4pp | 169.23%-158.6pp |
| Employer contribution / active EE | $547 | $1,723-68.2% | $2,470-77.8% | $1,963-72.1% |
| Participant deferral / active EE | $1,895 | $2,777-31.8% | $3,497-45.8% | $3,054-38.0% |
| Admin fee / account holder | $22 | $467-95.3% | $5,480-99.6% | $504-95.6% |