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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,093 |
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 | $24,480 | $87,870-72.1% | $113,168-78.4% | $74,304-67.1% |
| Participation rate | 83.1% | 70.7%+12.3pp | 76.6%+6.5pp | 60.3%+22.7pp |
| Annual return | 19.25% | 26.44%-7.2pp | 24.27%-5.0pp | 29.43%-10.2pp |
| Employer contribution / active EE | $2,090 | $2,277-8.2% | $2,975-29.8% | $2,241-6.7% |
| Participant deferral / active EE | $3,357 | $4,241-20.8% | $5,107-34.3% | $3,767-10.9% |
| Admin fee / account holder | $30 | $3,368-99.1% | $12,068-99.7% | $2,969-99.0% |