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 9-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 | $3,177 |
Employer 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.
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 | $9,283 | $47,977-80.7% | $154,107-94.0% | $56,287-83.5% |
| Participation rate | 76.1% | 66.2%+10.0pp | 83.0%-6.9pp | 69.9%+6.3pp |
| Annual return | -6.56% | 3.54%-10.1pp | 735.12%-741.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $251 | $2,169-88.4% | $5,298-95.3% | $2,111-88.1% |
| Participant deferral / active EE | $1,836 | $2,392-23.2% | $5,081-63.9% | $3,350-45.2% |
| Admin fee / account holder | $57 | $438-87.1% | $13,411-99.6% | $521-89.1% |