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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $209,325 |
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 | $6,474 | $41,774-84.5% | $118,925-94.6% | $90,288-92.8% |
| Participation rate | 73.9% | 55.0%+18.9pp | 75.4%-1.5pp | 73.4%+0.5pp |
| Annual return | 12.41% | 16.64%-4.2pp | 35.88%-23.5pp | 53.97%-41.6pp |
| Employer contribution / active EE | $572 | $986-42.0% | $3,263-82.5% | $2,524-77.3% |
| Participant deferral / active EE | $927 | $1,683-44.9% | $4,265-78.3% | $4,232-78.1% |
| Admin fee / account holder | $45 | $85-46.8% | $6,581-99.3% | $114-60.5% |