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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $360 |
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 | $4,074 | $52,884-92.3% | $84,750-95.2% | $55,167-92.6% |
| Participation rate | 90.4% | 67.5%+22.9pp | 76.6%+13.8pp | 69.0%+21.4pp |
| Annual return | 0.00% | 18.03%-18.0pp | 22.78%-22.8pp | 169.23%-169.2pp |
| Employer contribution / active EE | $443 | $2,233-80.2% | $3,574-87.6% | $1,963-77.5% |
| Participant deferral / active EE | $2,063 | $2,644-22.0% | $3,712-44.4% | $3,054-32.5% |
| Admin fee / account holder | $10 | $581-98.2% | $5,332-99.8% | $504-97.9% |