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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,783 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,495 | $72,492+27.6% | $87,100+6.2% | $72,985+26.7% |
| Participation rate | 80.3% | 72.8%+7.5pp | 76.9%+3.4pp | 69.5%+10.8pp |
| Annual return | 19.25% | 24.46%-5.2pp | 28.19%-8.9pp | 81.00%-61.8pp |
| Employer contribution / active EE | $314 | $1,894-83.4% | $2,521-87.5% | $2,440-87.1% |
| Participant deferral / active EE | $5,090 | $3,270+55.7% | $4,049+25.7% | $3,607+41.1% |
| Admin fee / account holder | $111 | $5,055-97.8% | $7,497-98.5% | $5,124-97.8% |