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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,055 |
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 | $12,514 | $92,971-86.5% | $96,683-87.1% | $74,419-83.2% |
| Participation rate | 92.1% | 71.5%+20.5pp | 74.3%+17.7pp | 70.7%+21.3pp |
| Annual return | 18.22% | 37.49%-19.3pp | 35.69%-17.5pp | 34.38%-16.2pp |
| Employer contribution / active EE | $2,119 | $3,426-38.1% | $3,737-43.3% | $2,637-19.7% |
| Participant deferral / active EE | $1,019 | $3,970-74.3% | $4,878-79.1% | $4,528-77.5% |
| Admin fee / account holder | $77 | $633-87.9% | $6,730-98.9% | $348-77.9% |