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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,441 |
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 | $12,924 | $69,823-81.5% | $77,163-83.3% | $74,419-82.6% |
| Participation rate | 80.2% | 70.0%+10.2pp | 69.6%+10.6pp | 70.7%+9.5pp |
| Annual return | 15.82% | 19.98%-4.2pp | 37.87%-22.1pp | 34.38%-18.6pp |
| Employer contribution / active EE | $754 | $2,150-64.9% | $2,535-70.3% | $2,637-71.4% |
| Participant deferral / active EE | $1,904 | $3,558-46.5% | $3,833-50.3% | $4,528-57.9% |
| Admin fee / account holder | $65 | $398-83.7% | $5,472-98.8% | $348-81.4% |