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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,183 |
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 | $16,585 | $64,119-74.1% | $112,228-85.2% | $66,914-75.2% |
| Participation rate | 88.4% | 68.5%+19.9pp | 75.1%+13.3pp | 69.8%+18.6pp |
| Annual return | -11.15% | -13.81%+2.7pp | 27.45%-38.6pp | 1.58%-12.7pp |
| Employer contribution / active EE | $1,271 | $3,005-57.7% | $3,635-65.0% | $2,544-50.0% |
| Participant deferral / active EE | $3,797 | $3,693+2.8% | $4,728-19.7% | $4,237-10.4% |
| Admin fee / account holder | $137 | $625-78.2% | $6,410-97.9% | $593-77.0% |