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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,676 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,484 | $69,362-69.0% | $101,248-78.8% | $73,488-70.8% |
| Participation rate | 81.4% | 68.4%+13.0pp | 75.8%+5.6pp | 70.7%+10.7pp |
| Annual return | 17.59% | 18.46%-0.9pp | 46.47%-28.9pp | 28.51%-10.9pp |
| Employer contribution / active EE | $362 | $2,628-86.2% | $3,660-90.1% | $2,270-84.1% |
| Participant deferral / active EE | $2,871 | $3,300-13.0% | $4,370-34.3% | $3,740-23.2% |
| Admin fee / account holder | $89 | $704-87.3% | $5,945-98.5% | $513-82.6% |