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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,845 |
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 | $19,760 | $79,184-75.0% | $102,438-80.7% | $74,546-73.5% |
| Participation rate | 83.1% | 74.8%+8.3pp | 76.5%+6.6pp | 67.2%+15.8pp |
| Annual return | 13.59% | 54.95%-41.4pp | 29.37%-15.8pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $1,311 | $2,362-44.5% | $3,024-56.6% | $2,624-50.0% |
| Participant deferral / active EE | $2,909 | $4,414-34.1% | $5,054-42.4% | $4,347-33.1% |
| Admin fee / account holder | $30 | $2,001-98.5% | $9,448-99.7% | $1,944-98.5% |