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 8-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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $187,570 |
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 | $5,697 | $97,954-94.2% | $115,157-95.1% | $77,787-92.7% |
| Participation rate | 76.4% | 52.3%+24.1pp | 75.9%+0.5pp | 73.2%+3.1pp |
| Annual return | 20.99% | 23.95%-3.0pp | 35.60%-14.6pp | 32.57%-11.6pp |
| Employer contribution / active EE | $519 | $927-44.0% | $3,179-83.7% | $2,504-79.3% |
| Participant deferral / active EE | $803 | $1,655-51.5% | $4,168-80.7% | $3,967-79.8% |
| Admin fee / account holder | $42 | $347-88.0% | $7,088-99.4% | $100-58.2% |