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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,718 |
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 | $17,752 | $59,186-70.0% | $76,768-76.9% | $56,287-68.5% |
| Participation rate | 84.0% | 75.2%+8.8pp | 77.0%+7.1pp | 69.9%+14.2pp |
| Annual return | -6.33% | 6.62%-12.9pp | 2.43%-8.8pp | -9.96%+3.6pp |
| Employer contribution / active EE | $837 | $1,759-52.4% | $2,485-66.3% | $2,111-60.4% |
| Participant deferral / active EE | $2,942 | $3,255-9.6% | $3,852-23.6% | $3,350-12.2% |
| Admin fee / account holder | $76 | $489-84.5% | $6,675-98.9% | $521-85.5% |