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 9-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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,541 |
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 | $8,125 | $77,899-89.6% | $149,673-94.6% | $75,163-89.2% |
| Participation rate | 84.7% | 65.6%+19.1pp | 78.8%+5.9pp | 67.2%+17.5pp |
| Annual return | 18.37% | 31.72%-13.4pp | 134.42%-116.0pp | 160.62%-142.3pp |
| Employer contribution / active EE | $910 | $3,137-71.0% | $4,818-81.1% | $2,670-65.9% |
| Participant deferral / active EE | $3,021 | $3,411-11.4% | $5,680-46.8% | $4,125-26.8% |
| Admin fee / account holder | $92 | $5,956-98.5% | $13,210-99.3% | $5,651-98.4% |