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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,487 |
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 | $18,383 | $89,436-79.4% | $164,813-88.8% | $77,643-76.3% |
| Participation rate | 95.6% | 78.6%+17.0pp | 78.6%+17.0pp | 70.6%+25.0pp |
| Annual return | 19.14% | 28.83%-9.7pp | 69.93%-50.8pp | 31.24%-12.1pp |
| Employer contribution / active EE | $2,838 | $2,569+10.5% | $4,341-34.6% | $2,726+4.1% |
| Participant deferral / active EE | $3,275 | $4,897-33.1% | $6,031-45.7% | $4,647-29.5% |
| Admin fee / account holder | $36 | $339-89.5% | $12,690-99.7% | $430-91.7% |