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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,795 |
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 | $12,347 | $78,275-84.2% | $109,143-88.7% | $86,799-85.8% |
| Participation rate | 88.6% | 73.8%+14.8pp | 75.9%+12.7pp | 72.3%+16.3pp |
| Annual return | 14.07% | 19.14%-5.1pp | 25.75%-11.7pp | 97.91%-83.8pp |
| Employer contribution / active EE | $1,935 | $3,105-37.7% | $3,722-48.0% | $2,405-19.5% |
| Participant deferral / active EE | $891 | $3,641-75.5% | $4,653-80.8% | $4,131-78.4% |
| Admin fee / account holder | $102 | $198-48.7% | $6,752-98.5% | $170-40.0% |