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.1 year Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-3080210 | Recordkeeping | $15,082 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $7,193,366-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 12.4%-12.4pp |
| Annual return | 16.16% | 10.19%+6.0pp | 78.53%-62.4pp | 9.89%+6.3pp |
| Employer contribution / active EE | $45,765 | $17,053+168.4% | $31,628+44.7% | $14,313+219.7% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $75,389-100.0% | $9,084-100.0% |