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 | $23,340 |
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 | $10,179 | $46,292-78.0% | $143,757-92.9% | $64,808-84.3% |
| Participation rate | 90.8% | 64.2%+26.6pp | 80.3%+10.5pp | 71.5%+19.4pp |
| Annual return | -15.63% | -10.05%-5.6pp | -0.04%-15.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,364 | $1,910-28.6% | $4,951-72.4% | $2,506-45.6% |
| Participant deferral / active EE | $1,795 | $2,646-32.1% | $5,637-68.2% | $4,310-58.3% |
| Admin fee / account holder | $41 | $154-73.4% | $14,673-99.7% | $188-78.2% |