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 6-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $575 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,830 | $89,652-92.4% | $141,162-95.2% | $65,185-89.5% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.5%+15.3pp | 70.2%+27.5pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.39%-71.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $2,374 | $3,065-22.5% | $4,735-49.9% | $2,177+9.1% |
| Participant deferral / active EE | $3,576 | $5,691-37.2% | $6,709-46.7% | $3,514+1.8% |
| Admin fee / account holder | $2 | $569-99.7% | $10,261-100.0% | $847-99.8% |