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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,200 |
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 | $16,424 | $70,908-76.8% | $98,907-83.4% | $73,488-77.7% |
| Participation rate | 96.8% | 73.8%+23.0pp | 76.0%+20.8pp | 70.7%+26.1pp |
| Annual return | 17.95% | 34.17%-16.2pp | 196.43%-178.5pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,276 | $2,036-37.3% | $2,689-52.6% | $2,270-43.8% |
| Participant deferral / active EE | $2,851 | $3,500-18.5% | $4,244-32.8% | $3,740-23.7% |
| Admin fee / account holder | $10 | $535-98.1% | $6,642-99.8% | $513-98.0% |