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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,825 |
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 | $3,296 | $67,512-95.1% | $185,823-98.2% | $93,030-96.5% |
| Participation rate | 74.9% | 67.1%+7.8pp | 81.7%-6.8pp | 73.9%+1.0pp |
| Annual return | 30.10% | 21.04%+9.1pp | 122.05%-91.9pp | 158.70%-128.6pp |
| Employer contribution / active EE | $558 | $1,783-68.7% | $5,167-89.2% | $2,706-79.4% |
| Participant deferral / active EE | $985 | $3,035-67.5% | $5,568-82.3% | $4,562-78.4% |
| Admin fee / account holder | $22 | $318-92.9% | $16,237-99.9% | $152-85.2% |