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 | $65,946-87.1% | $81,783-89.6% | $77,671-89.1% |
| Participation rate | 94.4% | 65.8%+28.6pp | 72.4%+22.0pp | 70.6%+23.8pp |
| Annual return | 17.82% | 26.65%-8.8pp | 775.05%-757.2pp | 31.21%-13.4pp |
| Employer contribution / active EE | $8 | $2,371-99.7% | $2,913-99.7% | $2,726-99.7% |
| Participant deferral / active EE | $3,253 | $3,507-7.2% | $4,320-24.7% | $4,648-30.0% |
| Admin fee / account holder | $22 | $527-95.8% | $7,380-99.7% | $430-94.8% |