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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,000 |
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 | $13,715 | $43,504-68.5% | $68,793-80.1% | $56,287-75.6% |
| Participation rate | 88.9% | 67.8%+21.0pp | 72.2%+16.7pp | 69.9%+19.0pp |
| Annual return | -7.07% | -3.15%-3.9pp | -4.63%-2.4pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,786 | $1,525+17.1% | $2,625-32.0% | $2,111-15.4% |
| Participant deferral / active EE | $2,645 | $2,509+5.4% | $3,311-20.1% | $3,350-21.0% |
| Admin fee / account holder | $43 | $515-91.7% | $5,131-99.2% | $521-91.8% |