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 Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $5,051 |
Annual investment return 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 | $22,250 | $64,286-65.4% | $106,387-79.1% | $55,725-60.1% |
| Participation rate | 79.5% | 75.2%+4.3pp | 77.5%+2.1pp | 70.9%+8.7pp |
| Annual return | -6.80% | 0.84%-7.6pp | 0.25%-7.1pp | 244.93%-251.7pp |
| Employer contribution / active EE | $724 | $2,367-69.4% | $3,520-79.4% | $2,078-65.1% |
| Participant deferral / active EE | $1,953 | $4,158-53.0% | $5,421-64.0% | $3,356-41.8% |
| Admin fee / account holder | $13 | $102-87.0% | $7,510-99.8% | $115-88.5% |