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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,395 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,924 | $51,197+22.9% | $82,719-23.9% | $66,914-6.0% |
| Participation rate | 72.8% | 67.8%+5.0pp | 72.6%+0.2pp | 69.8%+3.0pp |
| Annual return | -11.05% | -9.64%-1.4pp | 701.18%-712.2pp | 1.58%-12.6pp |
| Employer contribution / active EE | $88 | $2,611-96.6% | $3,009-97.1% | $2,544-96.6% |
| Participant deferral / active EE | $5,196 | $3,458+50.3% | $4,395+18.2% | $4,237+22.6% |
| Admin fee / account holder | $107 | $416-74.3% | $5,329-98.0% | $593-82.0% |