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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,224 |
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 | $24,414 | $79,523-69.3% | $140,016-82.6% | $56,287-56.6% |
| Participation rate | 96.1% | 85.7%+10.4pp | 87.5%+8.6pp | 69.9%+26.3pp |
| Annual return | -3.68% | 2.39%-6.1pp | 651.12%-654.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $2,521 | $3,350-24.7% | $5,606-55.0% | $2,111+19.4% |
| Participant deferral / active EE | $4,257 | $5,129-17.0% | $6,927-38.6% | $3,350+27.1% |
| Admin fee / account holder | $81 | $614-86.8% | $10,705-99.2% | $521-84.5% |