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 10-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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,506 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,746 | $84,487-34.0% | $125,339-55.5% | $66,914-16.7% |
| Participation rate | 98.7% | 76.4%+22.3pp | 82.4%+16.3pp | 69.8%+28.9pp |
| Annual return | -17.70% | -8.39%-9.3pp | 572.05%-589.8pp | 1.58%-19.3pp |
| Employer contribution / active EE | $3,125 | $3,553-12.0% | $4,814-35.1% | $2,544+22.8% |
| Participant deferral / active EE | $2,872 | $6,781-57.6% | $7,446-61.4% | $4,237-32.2% |
| Admin fee / account holder | $32 | $685-95.4% | $10,010-99.7% | $593-94.7% |