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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,160 |
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 | $10,200 | $106,236-90.4% | $112,228-90.9% | $64,808-84.3% |
| Participation rate | 92.3% | 71.7%+20.6pp | 75.1%+17.2pp | 71.5%+20.8pp |
| Annual return | -17.57% | -6.02%-11.6pp | 27.45%-45.0pp | 32.82%-50.4pp |
| Employer contribution / active EE | $1,780 | $3,166-43.8% | $3,635-51.0% | $2,506-29.0% |
| Participant deferral / active EE | $821 | $3,785-78.3% | $4,728-82.6% | $4,310-80.9% |
| Admin fee / account holder | $82 | $452-81.9% | $6,410-98.7% | $188-56.4% |