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 | $14,500 |
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 | $22,790 | $72,607-68.6% | $90,749-74.9% | $66,914-65.9% |
| Participation rate | 95.8% | 73.7%+22.1pp | 75.7%+20.1pp | 69.8%+26.0pp |
| Annual return | -17.72% | -12.28%-5.4pp | -12.16%-5.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,014 | $2,369-57.2% | $2,921-65.3% | $2,544-60.1% |
| Participant deferral / active EE | $2,604 | $3,977-34.5% | $4,564-42.9% | $4,237-38.5% |
| Admin fee / account holder | $60 | $707-91.5% | $8,445-99.3% | $593-89.9% |