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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
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 | $7,963 | $50,127-84.1% | $149,673-94.7% | $80,160-90.1% |
| Participation rate | 93.9% | 64.3%+29.6pp | 78.8%+15.1pp | 72.9%+20.9pp |
| Annual return | 30.88% | 29.82%+1.1pp | 134.42%-103.5pp | 40.38%-9.5pp |
| Employer contribution / active EE | $1,949 | $1,865+4.5% | $4,818-59.5% | $2,978-34.5% |
| Participant deferral / active EE | $3,867 | $3,194+21.1% | $5,680-31.9% | $5,017-22.9% |
| Admin fee / account holder | $56 | $153-63.2% | $13,210-99.6% | $145-61.2% |