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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,135 |
Annual investment return 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 | $25,168 | $66,310-62.0% | $93,606-73.1% | $65,185-61.4% |
| Participation rate | 91.8% | 74.0%+17.8pp | 75.8%+16.0pp | 70.2%+21.6pp |
| Annual return | 9.61% | 42.58%-33.0pp | 32.76%-23.1pp | 29.38%-19.8pp |
| Employer contribution / active EE | $822 | $2,012-59.1% | $2,718-69.8% | $2,177-62.2% |
| Participant deferral / active EE | $1,979 | $3,342-40.8% | $4,069-51.4% | $3,514-43.7% |
| Admin fee / account holder | $7 | $6,897-99.9% | $7,888-99.9% | $847-99.2% |