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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,951 |
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 | $32,362 | $78,485-58.8% | $106,213-69.5% | $74,495-56.6% |
| Participation rate | 92.9% | 72.8%+20.1pp | 75.3%+17.6pp | 67.2%+25.7pp |
| Annual return | 11.60% | 15.95%-4.3pp | 116.14%-104.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $960 | $2,523-62.0% | $3,171-69.7% | $2,623-63.4% |
| Participant deferral / active EE | $2,927 | $4,322-32.3% | $5,016-41.6% | $4,346-32.6% |
| Admin fee / account holder | $92 | $2,232-95.9% | $11,033-99.2% | $1,942-95.3% |