Filed February 8, 2022 (most recent of 4 filings on file)
Total covered: 0 employees
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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,903 |
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,260 | $91,517-89.9% | $101,248-90.9% | $73,409-87.4% |
| Participation rate | 94.9% | 73.8%+21.2pp | 75.8%+19.1pp | 72.2%+22.8pp |
| Annual return | 18.75% | 17.17%+1.6pp | 46.47%-27.7pp | 59.29%-40.5pp |
| Employer contribution / active EE | $1,743 | $2,877-39.4% | $3,660-52.4% | $2,234-22.0% |
| Participant deferral / active EE | $668 | $3,338-80.0% | $4,370-84.7% | $3,805-82.5% |
| Admin fee / account holder | $78 | $216-63.6% | $5,945-98.7% | $158-50.3% |