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 37 · EIN 23-1945930 | Loan Processing | $10,216 |
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 | $11,536 | $50,815-77.3% | $155,509-92.6% | $77,643-85.1% |
| Participation rate | 93.1% | 63.1%+30.0pp | 78.2%+14.9pp | 70.6%+22.5pp |
| Annual return | 14.12% | 34.80%-20.7pp | 64.67%-50.5pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,057 | $1,993+3.2% | $4,672-56.0% | $2,726-24.5% |
| Participant deferral / active EE | $2,139 | $2,822-24.2% | $5,626-62.0% | $4,647-54.0% |
| Admin fee / account holder | $5 | $437-98.8% | $15,912-100.0% | $430-98.8% |