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 | $82,041 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,019 | $88,890-67.4% | $102,423-71.7% | $77,643-62.6% |
| Participation rate | 83.6% | 80.9%+2.7pp | 76.5%+7.1pp | 70.6%+13.1pp |
| Annual return | 11.31% | 24.98%-13.7pp | 29.32%-18.0pp | 31.24%-19.9pp |
| Employer contribution / active EE | $1,335 | $2,698-50.5% | $3,023-55.8% | $2,726-51.0% |
| Participant deferral / active EE | $2,641 | $5,145-48.7% | $5,053-47.7% | $4,647-43.2% |
| Admin fee / account holder | $106 | $235-55.0% | $9,451-98.9% | $430-75.4% |