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 9-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 | $21,294 |
Annual investment return 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.
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 | $5,495 | $48,576-88.7% | $169,463-96.8% | $56,287-90.2% |
| Participation rate | 94.0% | 65.8%+28.2pp | 77.8%+16.3pp | 69.9%+24.2pp |
| Annual return | -15.77% | -2.51%-13.3pp | 1.83%-17.6pp | -9.96%-5.8pp |
| Employer contribution / active EE | $2,053 | $1,559+31.7% | $4,159-50.6% | $2,111-2.8% |
| Participant deferral / active EE | $2,614 | $3,275-20.2% | $5,277-50.5% | $3,350-21.9% |
| Admin fee / account holder | $120 | $435-72.3% | $9,109-98.7% | $521-76.9% |