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 | $251,078 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,453 | $53,136-80.3% | $155,509-93.3% | $199,593-94.8% |
| Participation rate | 88.4% | 64.1%+24.3pp | 78.2%+10.2pp | 72.0%+16.4pp |
| Annual return | 22.18% | 41.15%-19.0pp | 64.67%-42.5pp | 34.25%-12.1pp |
| Employer contribution / active EE | $1,094 | $1,851-40.9% | $4,672-76.6% | $3,034-64.0% |
| Participant deferral / active EE | $2,783 | $3,161-12.0% | $5,626-50.5% | $5,087-45.3% |
| Admin fee / account holder | $55 | $185-70.1% | $15,912-99.7% | $269-79.4% |