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 | $186,443 |
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 | $3,930 | $45,000-91.3% | $143,757-97.3% | $77,904-95.0% |
| Participation rate | 94.5% | 66.8%+27.6pp | 80.3%+14.2pp | 73.7%+20.8pp |
| Annual return | -11.28% | 29.03%-40.3pp | -0.04%-11.2pp | 12.21%-23.5pp |
| Employer contribution / active EE | $1,122 | $1,870-40.0% | $4,951-77.3% | $2,848-60.6% |
| Participant deferral / active EE | $1,971 | $3,157-37.5% | $5,637-65.0% | $4,806-59.0% |
| Admin fee / account holder | $45 | $98-54.2% | $14,673-99.7% | $133-66.0% |