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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,300 |
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 | $12,422 | $82,978-85.0% | $129,995-90.4% | $71,457-82.6% |
| Participation rate | 93.8% | 74.1%+19.7pp | 78.5%+15.3pp | 67.9%+25.9pp |
| Annual return | 26.06% | 20.60%+5.5pp | -137.18%+163.2pp | 28.85%-2.8pp |
| Employer contribution / active EE | $3,127 | $2,622+19.3% | $4,320-27.6% | $2,588+20.9% |
| Participant deferral / active EE | $3,597 | $4,432-18.8% | $5,820-38.2% | $4,289-16.1% |
| Admin fee / account holder | $8 | $1,729-99.5% | $10,614-99.9% | $1,587-99.5% |