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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,926 |
Participant 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 | $21,114 | $65,435-67.7% | $86,677-75.6% | $66,914-68.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -15.33% | -10.89%-4.4pp | 35.91%-51.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,862 | $2,153-13.5% | $2,836-34.4% | $2,544-26.8% |
| Participant deferral / active EE | $1,549 | $4,100-62.2% | $4,656-66.7% | $4,237-63.4% |
| Admin fee / account holder | $93 | $642-85.6% | $7,493-98.8% | $593-84.4% |