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 7-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 | $2,900 |
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 | $40,216 | $89,808-55.2% | $100,391-59.9% | $77,643-48.2% |
| Participation rate | 76.8% | 81.2%-4.4pp | 81.5%-4.7pp | 70.6%+6.2pp |
| Annual return | 93.55% | 20.62%+72.9pp | 49.20%+44.3pp | 31.24%+62.3pp |
| Employer contribution / active EE | $5,033 | $3,039+65.6% | $3,942+27.7% | $2,726+84.6% |
| Participant deferral / active EE | $8,860 | $8,284+7.0% | $8,082+9.6% | $4,647+90.7% |
| Admin fee / account holder | $8 | $174-95.4% | $7,899-99.9% | $430-98.1% |