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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,340 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,366 | $65,118-94.8% | $76,768-95.6% | $55,725-94.0% |
| Participation rate | 80.6% | 79.6%+1.0pp | 77.0%+3.6pp | 70.9%+9.7pp |
| Annual return | 9.55% | -1.27%+10.8pp | 2.43%+7.1pp | 244.93%-235.4pp |
| Employer contribution / active EE | $1,013 | $1,941-47.8% | $2,485-59.2% | $2,078-51.3% |
| Participant deferral / active EE | $903 | $3,688-75.5% | $3,852-76.6% | $3,356-73.1% |
| Admin fee / account holder | $8 | $116-92.8% | $6,675-99.9% | $115-92.8% |