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 4-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 | $3,480 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,020 | $88,083-70.5% | $164,813-84.2% | $74,495-65.1% |
| Participation rate | 71.3% | 73.0%-1.8pp | 78.6%-7.3pp | 67.2%+4.1pp |
| Annual return | 16.78% | 17.26%-0.5pp | 69.93%-53.1pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $3,050 | $2,593+17.6% | $4,341-29.7% | $2,623+16.3% |
| Participant deferral / active EE | $6,282 | $4,498+39.7% | $6,031+4.2% | $4,346+44.6% |
| Admin fee / account holder | $21 | $2,234-99.1% | $12,690-99.8% | $1,942-98.9% |