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.2+ years Filed as: VANGUARD ADVISORS, INC. Service code 27 · EIN 23-2811930 | Advisory (Plan) | $33,209 |
US BANK2+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $11,996 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $415,031-100.0% | $264,156-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | - |
| Annual return | 8.18% | 15.23%-7.0pp | 4.74%+3.4pp | - |
| Employer contribution / active EE | $620 | $39,272-98.4% | $46,220-98.7% | - |
| Participant deferral / active EE | $0 | $0 | $248-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $12,050-100.0% | - |