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 9-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 | $810 |
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 | $11,429 | $75,388-84.8% | $123,544-90.7% | $55,725-79.5% |
| Participation rate | 79.8% | 75.7%+4.1pp | 82.3%-2.5pp | 70.9%+8.9pp |
| Annual return | 16.50% | 4.48%+12.0pp | 119.20%-102.7pp | 244.93%-228.4pp |
| Employer contribution / active EE | $16 | $3,063-99.5% | $4,628-99.7% | $2,078-99.3% |
| Participant deferral / active EE | $6,214 | $5,651+10.0% | $6,426-3.3% | $3,356+85.2% |
| Admin fee / account holder | $1 | $120-98.8% | $9,284-100.0% | $115-98.7% |