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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,572 |
Annual investment return 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 | $20,796 | $73,102-71.6% | $123,544-83.2% | $56,287-63.1% |
| Participation rate | 90.4% | 74.3%+16.1pp | 82.3%+8.1pp | 69.9%+20.6pp |
| Annual return | -8.95% | 3.01%-12.0pp | 119.20%-128.1pp | -9.96%+1.0pp |
| Employer contribution / active EE | $2,923 | $2,977-1.8% | $4,628-36.8% | $2,111+38.5% |
| Participant deferral / active EE | $5,241 | $5,423-3.4% | $6,426-18.4% | $3,350+56.5% |
| Admin fee / account holder | $7 | $554-98.7% | $9,284-99.9% | $521-98.6% |