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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,380 |
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 | $28,989 | $79,428-63.5% | $106,548-72.8% | $79,386-63.5% |
| Participation rate | 96.8% | 74.1%+22.7pp | 76.1%+20.7pp | 70.7%+26.1pp |
| Annual return | 14.36% | 18.27%-3.9pp | 26.80%-12.4pp | 116.85%-102.5pp |
| Employer contribution / active EE | $913 | $2,234-59.1% | $2,819-67.6% | $2,427-62.4% |
| Participant deferral / active EE | $2,548 | $3,823-33.3% | $4,398-42.1% | $4,046-37.0% |
| Admin fee / account holder | $17 | $523-96.7% | $7,407-99.8% | $626-97.2% |