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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,825 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,456 | $50,199-83.2% | $70,092-87.9% | $66,914-87.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -9.46% | -13.85%+4.4pp | 190.73%-200.2pp | 1.58%-11.0pp |
| Employer contribution / active EE | $739 | $1,864-60.4% | $2,559-71.1% | $2,544-71.0% |
| Participant deferral / active EE | $864 | $3,112-72.2% | $3,849-77.6% | $4,237-79.6% |
| Admin fee / account holder | $6 | $600-99.1% | $6,267-99.9% | $593-99.1% |