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 | $12,510 |
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 | $11,759 | $73,638-84.0% | $95,952-87.7% | $73,488-84.0% |
| Participation rate | 90.8% | 76.2%+14.6pp | 77.1%+13.7pp | 70.7%+20.1pp |
| Annual return | 38.64% | 16.78%+21.9pp | 91.61%-53.0pp | 28.51%+10.1pp |
| Employer contribution / active EE | $1,780 | $1,863-4.5% | $2,541-30.0% | $2,270-21.6% |
| Participant deferral / active EE | $2,250 | $3,617-37.8% | $4,167-46.0% | $3,740-39.8% |
| Admin fee / account holder | $50 | $482-89.7% | $6,795-99.3% | $513-90.3% |