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 5-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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,456 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,500 | $65,908-87.1% | $81,812-89.6% | $77,643-89.1% |
| Participation rate | 94.4% | 65.8%+28.6pp | 72.3%+22.0pp | 70.6%+23.8pp |
| Annual return | 17.82% | 26.64%-8.8pp | 773.79%-756.0pp | 31.24%-13.4pp |
| Employer contribution / active EE | $8 | $2,370-99.7% | $2,912-99.7% | $2,726-99.7% |
| Participant deferral / active EE | $3,253 | $3,505-7.2% | $4,319-24.7% | $4,647-30.0% |
| Admin fee / account holder | $22 | $526-95.8% | $7,386-99.7% | $430-94.8% |