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 | $7,406 |
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 | $8,886 | $46,100-80.7% | $86,590-89.7% | $69,631-87.2% |
| Participation rate | 84.8% | 67.2%+17.6pp | 73.5%+11.2pp | 70.7%+14.1pp |
| Annual return | 58.81% | 21.02%+37.8pp | 964.84%-906.0pp | 27571.02%-27512.2pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,080 | $2,432-14.5% | $3,609-42.4% | $3,224-35.5% |
| Admin fee / account holder | $15 | $94-84.5% | $4,906-99.7% | $110-86.9% |