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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,094 |
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 | $27,790 | $185,342-85.0% | $111,297-75.0% | $86,799-68.0% |
| Participation rate | 82.1% | 81.0%+1.1pp | 77.3%+4.8pp | 72.3%+9.8pp |
| Annual return | 13.16% | 500.80%-487.6pp | 54.65%-41.5pp | 97.91%-84.7pp |
| Employer contribution / active EE | $1,524 | $2,246-32.2% | $2,731-44.2% | $2,405-36.6% |
| Participant deferral / active EE | $4,142 | $4,458-7.1% | $4,487-7.7% | $4,131+0.3% |
| Admin fee / account holder | $85 | $255-66.6% | $7,964-98.9% | $170-49.6% |