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 Service code 15 · EIN 23-1945930 | Recordkeeping | $79,373 |
Participant contribution per participant 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 | $28,772 | $99,078-71.0% | $96,544-70.2% | $74,419-61.3% |
| Participation rate | 75.9% | 80.7%-4.7pp | 76.0%0pp | 70.7%+5.2pp |
| Annual return | 16.94% | 22.48%-5.5pp | 25.84%-8.9pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,199 | $2,570-53.3% | $2,965-59.5% | $2,637-54.5% |
| Participant deferral / active EE | $2,165 | $4,933-56.1% | $4,851-55.4% | $4,528-52.2% |
| Admin fee / account holder | $111 | $225-50.6% | $8,252-98.7% | $348-68.1% |