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 | $12,731 |
Filed as: MORGAN STANLEY GLOBAL Service code 13 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Contract Administrator | $4,787 |
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 | $19,121 | $70,908-73.0% | $98,907-80.7% | $73,488-74.0% |
| Participation rate | 90.3% | 73.8%+16.5pp | 76.0%+14.2pp | 70.7%+19.6pp |
| Annual return | 18.10% | 34.17%-16.1pp | 196.43%-178.3pp | 28.51%-10.4pp |
| Employer contribution / active EE | $2,139 | $2,036+5.0% | $2,689-20.5% | $2,270-5.8% |
| Participant deferral / active EE | $3,619 | $3,500+3.4% | $4,244-14.7% | $3,740-3.2% |
| Admin fee / account holder | $126 | $535-76.4% | $6,642-98.1% | $513-75.4% |