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 3-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $991 |
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 | $6,348 | $71,142-91.1% | $119,609-94.7% | $64,808-90.2% |
| Participation rate | 94.0% | 78.6%+15.4pp | 79.3%+14.7pp | 71.5%+22.5pp |
| Annual return | 0.00% | -10.01%+10.0pp | -14.97%+15.0pp | 32.82%-32.8pp |
| Employer contribution / active EE | $2,923 | $2,497+17.0% | $4,232-30.9% | $2,506+16.6% |
| Participant deferral / active EE | $3,519 | $4,490-21.6% | $5,602-37.2% | $4,310-18.4% |
| Admin fee / account holder | $4 | $162-97.6% | $10,323-100.0% | $188-97.9% |