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 Service code 15 · EIN 23-1945930 | Recordkeeping | $49,354 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,359 | $155,795-78.6% | $136,294-75.5% | $69,631-52.1% |
| Participation rate | 89.8% | 75.2%+14.6pp | 81.9%+7.9pp | 70.7%+19.1pp |
| Annual return | 22.63% | 232464.33%-232441.7pp | 5155.94%-5133.3pp | 27571.02%-27548.4pp |
| Employer contribution / active EE | $450 | $2,991-84.9% | $4,695-90.4% | $2,032-77.8% |
| Participant deferral / active EE | $5,441 | $5,394+0.9% | $6,247-12.9% | $3,224+68.8% |
| Admin fee / account holder | $49 | $128-62.1% | $9,243-99.5% | $110-56.0% |