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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,560 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,938 | $81,900+74.5% | $119,609+19.5% | $68,494+108.7% |
| Participation rate | 93.5% | 71.9%+21.6pp | 79.3%+14.2pp | 67.9%+25.6pp |
| Annual return | -14.31% | -23.82%+9.5pp | -14.97%+0.7pp | -7.84%-6.5pp |
| Employer contribution / active EE | $4,132 | $2,693+53.4% | $4,232-2.4% | $2,596+59.1% |
| Participant deferral / active EE | $5,656 | $4,148+36.4% | $5,602+1.0% | $4,027+40.4% |
| Admin fee / account holder | $17 | $6,582-99.7% | $10,323-99.8% | $5,403-99.7% |