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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,730 |
CARON & BLETZER, PLLC7+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $9,550 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,816 | $86,225-59.6% | $146,665-76.3% | $86,799-59.9% |
| Participation rate | 99.6% | 78.0%+21.6pp | 80.1%+19.5pp | 72.3%+27.3pp |
| Annual return | 15.42% | 31.23%-15.8pp | 22.74%-7.3pp | 97.91%-82.5pp |
| Employer contribution / active EE | $827 | $2,392-65.4% | $4,136-80.0% | $2,405-65.6% |
| Participant deferral / active EE | $3,391 | $4,245-20.1% | $5,506-38.4% | $4,131-17.9% |
| Admin fee / account holder | $71 | $195-63.5% | $10,280-99.3% | $170-57.9% |