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 7-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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,186 |
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 | $3,554 | $52,953-93.3% | $172,739-97.9% | $65,185-94.5% |
| Participation rate | 92.8% | 66.2%+26.6pp | 82.6%+10.2pp | 70.2%+22.6pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.84%-802.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,134 | $2,190-48.2% | $5,143-78.0% | $2,177-47.9% |
| Participant deferral / active EE | $2,015 | $2,471-18.5% | $5,198-61.2% | $3,514-42.7% |
| Admin fee / account holder | $21 | $472-95.5% | $13,954-99.8% | $847-97.5% |