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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,359 |
Service code 27 100 ENTERPRISE DRIVE · ROCKAWAY, NJ 07866 | Advisory (Plan) | $5,561 |
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 | $16,980 | $50,666-66.5% | $76,817-77.9% | $65,185-74.0% |
| Participation rate | 92.6% | 68.8%+23.8pp | 72.1%+20.5pp | 70.2%+22.4pp |
| Annual return | 26.72% | 28.51%-1.8pp | 1166.11%-1139.4pp | 29.38%-2.7pp |
| Employer contribution / active EE | $1,877 | $1,575+19.2% | $2,302-18.5% | $2,177-13.8% |
| Participant deferral / active EE | $2,657 | $2,647+0.4% | $3,336-20.4% | $3,514-24.4% |
| Admin fee / account holder | $96 | $463-79.3% | $6,420-98.5% | $847-88.7% |