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 | $25,264 |
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 | $13,292 | $72,607-81.7% | $90,749-85.4% | $66,914-80.1% |
| Participation rate | 93.5% | 73.7%+19.9pp | 75.7%+17.9pp | 69.8%+23.7pp |
| Annual return | -17.18% | -12.28%-4.9pp | -12.16%-5.0pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,033 | $2,369-56.4% | $2,921-64.6% | $2,544-59.4% |
| Participant deferral / active EE | $3,662 | $3,977-7.9% | $4,564-19.8% | $4,237-13.6% |
| Admin fee / account holder | $58 | $707-91.8% | $8,445-99.3% | $593-90.3% |