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.4+ years Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,945 |
THE VANGUARD GROUP, INC.4+ years Service code 60 | Sub-TA Fees | $0 |
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 | $23,585 | $58,083-59.4% | $80,019-70.5% | $56,287-58.1% |
| Participation rate | 89.8% | 73.6%+16.2pp | 75.8%+14.0pp | 69.9%+19.9pp |
| Annual return | -6.54% | 34.61%-41.1pp | 11.22%-17.8pp | -9.96%+3.4pp |
| Employer contribution / active EE | $742 | $1,932-61.6% | $2,468-69.9% | $2,111-64.9% |
| Participant deferral / active EE | $1,759 | $3,135-43.9% | $3,686-52.3% | $3,350-47.5% |
| Admin fee / account holder | $7 | $623-98.9% | $6,521-99.9% | $521-98.7% |