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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,714 |
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 | $9,898 | $56,503-82.5% | $70,092-85.9% | $64,808-84.7% |
| Participation rate | 81.8% | 70.5%+11.4pp | 70.5%+11.4pp | 71.5%+10.4pp |
| Annual return | -16.01% | -13.44%-2.6pp | 190.73%-206.7pp | 32.82%-48.8pp |
| Employer contribution / active EE | $964 | $2,046-52.9% | $2,559-62.3% | $2,506-61.5% |
| Participant deferral / active EE | $1,708 | $3,389-49.6% | $3,849-55.6% | $4,310-60.4% |
| Admin fee / account holder | $68 | $160-57.4% | $6,267-98.9% | $188-63.7% |