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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,340 |
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 | $14,001 | $66,310-78.9% | $93,606-85.0% | $65,185-78.5% |
| Participation rate | 97.3% | 74.0%+23.3pp | 75.8%+21.5pp | 70.2%+27.1pp |
| Annual return | 24.79% | 42.58%-17.8pp | 32.76%-8.0pp | 29.38%-4.6pp |
| Employer contribution / active EE | $819 | $2,012-59.3% | $2,718-69.9% | $2,177-62.4% |
| Participant deferral / active EE | $2,868 | $3,342-14.2% | $4,069-29.5% | $3,514-18.4% |
| Admin fee / account holder | $14 | $6,897-99.8% | $7,888-99.8% | $847-98.3% |