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 | $1,140 |
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 | $16,139 | $50,898-68.3% | $171,082-90.6% | $55,167-70.7% |
| Participation rate | 72.0% | 63.3%+8.8pp | 76.7%-4.7pp | 69.0%+3.0pp |
| Annual return | 10.32% | 15.34%-5.0pp | 32.56%-22.2pp | 169.23%-158.9pp |
| Employer contribution / active EE | $1,813 | $1,433+26.5% | $4,002-54.7% | $1,963-7.6% |
| Participant deferral / active EE | $2,456 | $2,994-18.0% | $4,797-48.8% | $3,054-19.6% |
| Admin fee / account holder | $10 | $500-98.0% | $8,520-99.9% | $504-98.0% |