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 7-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 | $17,529 |
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 | $10,792 | $99,957-89.2% | $149,696-92.8% | $73,488-85.3% |
| Participation rate | 99.3% | 75.7%+23.6pp | 82.5%+16.8pp | 70.7%+28.6pp |
| Annual return | 34.93% | 53.87%-18.9pp | 276.60%-241.7pp | 28.51%+6.4pp |
| Employer contribution / active EE | $867 | $3,191-72.8% | $4,644-81.3% | $2,270-61.8% |
| Participant deferral / active EE | $4,122 | $6,073-32.1% | $6,842-39.8% | $3,740+10.2% |
| Admin fee / account holder | $82 | $551-85.1% | $9,309-99.1% | $513-84.0% |