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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,230 |
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.
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 | $11,639 | $45,283-74.3% | $155,790-92.5% | $52,331-77.8% |
| Participation rate | 79.3% | 62.2%+17.1pp | 76.1%+3.2pp | 68.1%+11.2pp |
| Annual return | -2.45% | 1.80%-4.3pp | 71.54%-74.0pp | 4.54%-7.0pp |
| Employer contribution / active EE | $1,825 | $1,329+37.3% | $3,836-52.4% | $1,882-3.0% |
| Participant deferral / active EE | $2,321 | $2,854-18.7% | $4,797-51.6% | $3,022-23.2% |
| Admin fee / account holder | $12 | $981-98.8% | $7,478-99.8% | $592-98.0% |