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 6-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 |
|---|---|---|
Service code 27 · EIN 26-0161338 | Advisory (Plan) | $6,678 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,116 |
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 | $15,357 | $81,460-81.1% | $103,333-85.1% | $80,856-81.0% |
| Participation rate | 90.2% | 66.8%+23.4pp | 74.5%+15.7pp | 67.6%+22.6pp |
| Annual return | 16.42% | 25.55%-9.1pp | 24.88%-8.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,932 | $3,105-37.8% | $3,868-50.0% | $2,755-29.9% |
| Participant deferral / active EE | $3,582 | $3,869-7.4% | $5,057-29.2% | $4,296-16.6% |
| Admin fee / account holder | $64 | $6,566-99.0% | $8,355-99.2% | $6,918-99.1% |