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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,343 |
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 | $13,321 | $50,982-73.9% | $154,803-91.4% | $85,563-84.4% |
| Participation rate | 95.2% | 59.8%+35.5pp | 78.1%+17.2pp | 66.0%+29.3pp |
| Annual return | 16.06% | 30.35%-14.3pp | 58.88%-42.8pp | 31.51%-15.4pp |
| Employer contribution / active EE | $1,939 | $1,708+13.5% | $4,305-55.0% | $2,654-26.9% |
| Participant deferral / active EE | $2,244 | $2,474-9.3% | $5,540-59.5% | $4,375-48.7% |
| Admin fee / account holder | $19 | $846-97.7% | $14,329-99.9% | $834-97.7% |