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 5-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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,182 |
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 | $10,902 | $66,528-83.6% | $86,874-87.5% | $86,799-87.4% |
| Participation rate | 80.1% | 72.4%+7.7pp | 71.6%+8.4pp | 72.3%+7.8pp |
| Annual return | 12.30% | 19.56%-7.3pp | 63.52%-51.2pp | 97.91%-85.6pp |
| Employer contribution / active EE | $974 | $2,007-51.5% | $2,495-61.0% | $2,405-59.5% |
| Participant deferral / active EE | $1,794 | $3,240-44.6% | $3,699-51.5% | $4,131-56.6% |
| Admin fee / account holder | $65 | $148-56.3% | $5,828-98.9% | $170-61.9% |