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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,869 |
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 | $4,442 | $53,412-91.7% | $68,509-93.5% | $52,331-91.5% |
| Participation rate | 88.8% | 71.7%+17.1pp | 74.7%+14.0pp | 68.1%+20.7pp |
| Annual return | 0.42% | 3.42%-3.0pp | 8.27%-7.8pp | 4.54%-4.1pp |
| Employer contribution / active EE | $267 | $1,607-83.4% | $2,278-88.3% | $1,882-85.8% |
| Participant deferral / active EE | $1,965 | $2,688-26.9% | $3,382-41.9% | $3,022-35.0% |
| Admin fee / account holder | $6 | $461-98.8% | $5,275-99.9% | $592-99.1% |