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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,883 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,577 | $89,652-81.5% | $141,162-88.3% | $65,185-74.6% |
| Participation rate | 91.8% | 74.7%+17.1pp | 82.5%+9.4pp | 70.2%+21.6pp |
| Annual return | 52.50% | 32.79%+19.7pp | 71.39%-18.9pp | 29.38%+23.1pp |
| Employer contribution / active EE | $10 | $3,065-99.7% | $4,735-99.8% | $2,177-99.5% |
| Participant deferral / active EE | $10,393 | $5,691+82.6% | $6,709+54.9% | $3,514+195.8% |
| Admin fee / account holder | $16 | $569-97.1% | $10,261-99.8% | $847-98.1% |