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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,943 |
AURORA PRIVATE WEALTH INC2 years Service code 27 100 ENTERPRISE DRIVE · ROCKAWAY, NJ 07866 | Advisory (Plan) | $7,078 |
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 | $18,781 | $54,590-65.6% | $81,930-77.1% | $73,488-74.4% |
| Participation rate | 97.7% | 68.3%+29.4pp | 72.0%+25.7pp | 70.7%+27.0pp |
| Annual return | 25.67% | 17.74%+7.9pp | 29.49%-3.8pp | 28.51%-2.8pp |
| Employer contribution / active EE | $3,185 | $1,636+94.7% | $4,310-26.1% | $2,270+40.3% |
| Participant deferral / active EE | $3,022 | $2,759+9.5% | $7,107-57.5% | $3,740-19.2% |
| Admin fee / account holder | $81 | $592-86.4% | $5,158-98.4% | $513-84.3% |