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 6-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 | $30,370 |
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 | $29,620 | $82,093-63.9% | $379,746-92.2% | $73,409-59.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 78.4%+21.6pp | 72.2%+27.8pp |
| Annual return | 15.46% | 18.89%-3.4pp | 34.90%-19.4pp | 59.29%-43.8pp |
| Employer contribution / active EE | $1,475 | $2,847-48.2% | $3,540-58.3% | $2,234-33.9% |
| Participant deferral / active EE | $3,593 | $4,697-23.5% | $6,024-40.4% | $3,805-5.6% |
| Admin fee / account holder | $79 | $128-37.9% | $7,927-99.0% | $158-49.8% |