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 5-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 year Filed as: VANGUARD Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $11,085 |
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 | $10,654 | $74,706-85.7% | $75,696-85.9% | $79,386-86.6% |
| Participation rate | 98.2% | 75.3%+22.9pp | 74.8%+23.4pp | 70.7%+27.5pp |
| Annual return | 51.49% | 18.52%+33.0pp | 104.53%-53.0pp | 116.85%-65.4pp |
| Employer contribution / active EE | $2,159 | $2,590-16.6% | $2,743-21.3% | $2,427-11.1% |
| Participant deferral / active EE | $3,713 | $3,533+5.1% | $3,821-2.8% | $4,046-8.2% |
| Admin fee / account holder | $57 | $374-84.9% | $3,619-98.4% | $626-91.0% |