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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $24,673 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $6,391 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,117 | $56,152-78.4% | $185,823-93.5% | $73,409-83.5% |
| Participation rate | 86.3% | 67.6%+18.8pp | 78.0%+8.3pp | 72.2%+14.1pp |
| Annual return | 15.25% | 17.59%-2.3pp | 35.95%-20.7pp | 59.29%-44.0pp |
| Employer contribution / active EE | $300 | $1,532-80.4% | $4,087-92.7% | $2,234-86.6% |
| Participant deferral / active EE | $1,693 | $3,659-53.7% | $5,632-69.9% | $3,805-55.5% |
| Admin fee / account holder | $95 | $132-27.9% | $9,500-99.0% | $158-39.7% |