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 | $80,614 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $37,500 |
LPL FINANCIAL1 year Service code 16 · EIN 04-3046611 | Consulting | $9,500 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP INC. Service code 99 | Other Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,484 | $62,267-55.9% | $110,238-75.1% | $55,725-50.7% |
| Participation rate | 93.0% | 78.1%+14.9pp | 79.8%+13.2pp | 70.9%+22.2pp |
| Annual return | -5.79% | -1.07%-4.7pp | 314.74%-320.5pp | 244.93%-250.7pp |
| Employer contribution / active EE | $840 | $1,941-56.7% | $3,826-78.0% | $2,078-59.6% |
| Participant deferral / active EE | $2,948 | $3,516-16.2% | $4,672-36.9% | $3,356-12.2% |
| Admin fee / account holder | $113 | $121-6.7% | $8,547-98.7% | $115-2.0% |