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.4 years Filed as: VANGUARD Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $12,390 |
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 | $18,735 | $69,763-73.1% | $67,502-72.2% | $74,495-74.9% |
| Participation rate | 87.2% | 71.4%+15.8pp | 72.9%+14.3pp | 67.2%+20.0pp |
| Annual return | 15.22% | -40.34%+55.6pp | 3512.12%-3496.9pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $2,287 | $2,704-15.4% | $2,731-16.2% | $2,623-12.8% |
| Participant deferral / active EE | $3,571 | $3,636-1.8% | $4,000-10.7% | $4,346-17.8% |
| Admin fee / account holder | $62 | $896-93.1% | $3,998-98.5% | $1,942-96.8% |