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 | $2,590 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,160 | $43,411-72.0% | $94,993-87.2% | $69,631-82.5% |
| Participation rate | 83.9% | 64.4%+19.5pp | 73.9%+10.0pp | 70.7%+13.2pp |
| Annual return | 29.89% | 22.54%+7.3pp | 27.12%+2.8pp | 27571.02%-27541.1pp |
| Employer contribution / active EE | $218 | $1,202-81.8% | $2,603-91.6% | $2,032-89.3% |
| Participant deferral / active EE | $5,228 | $2,384+119.3% | $3,317+57.6% | $3,224+62.2% |
| Admin fee / account holder | $4 | $87-95.0% | $4,960-99.9% | $110-96.0% |