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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,796 |
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 | $28,431 | $70,908-59.9% | $98,907-71.3% | $73,488-61.3% |
| Participation rate | 96.6% | 73.8%+22.9pp | 76.0%+20.6pp | 70.7%+25.9pp |
| Annual return | 14.55% | 34.17%-19.6pp | 196.43%-181.9pp | 28.51%-14.0pp |
| Employer contribution / active EE | $905 | $2,036-55.5% | $2,689-66.3% | $2,270-60.1% |
| Participant deferral / active EE | $2,369 | $3,500-32.3% | $4,244-44.2% | $3,740-36.7% |
| Admin fee / account holder | $18 | $535-96.6% | $6,642-99.7% | $513-96.4% |