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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $86,365 |
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 | $2,249 | $39,973-94.4% | $79,550-97.2% | $77,904-97.1% |
| Participation rate | 89.7% | 64.6%+25.1pp | 69.5%+20.2pp | 73.7%+16.0pp |
| Annual return | -16.57% | 3.42%-20.0pp | 0.16%-16.7pp | 12.21%-28.8pp |
| Employer contribution / active EE | $0 | $1,088-100.0% | $2,413-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,246 | $2,774-55.1% | $3,985-68.7% | $4,806-74.1% |
| Admin fee / account holder | $51 | $113-55.0% | $6,832-99.3% | $133-61.7% |