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.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $22,970 |
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 | $27,786 | $79,519-65.1% | $95,952-71.0% | $73,409-62.1% |
| Participation rate | 87.5% | 81.2%+6.3pp | 77.1%+10.4pp | 72.2%+15.3pp |
| Annual return | 42.55% | 19.20%+23.4pp | 91.61%-49.1pp | 59.29%-16.7pp |
| Employer contribution / active EE | $1,157 | $2,048-43.5% | $2,541-54.5% | $2,234-48.2% |
| Participant deferral / active EE | $1,937 | $4,138-53.2% | $4,167-53.5% | $3,805-49.1% |
| Admin fee / account holder | $43 | $184-76.7% | $6,795-99.4% | $158-72.8% |