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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $150 |
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 | $952 | $55,415-98.3% | $155,509-99.4% | $74,495-98.7% |
| Participation rate | 82.3% | 61.9%+20.4pp | 78.2%+4.1pp | 67.2%+15.1pp |
| Annual return | 0.00% | 268.50%-268.5pp | 64.67%-64.7pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $913 | $2,836-67.8% | $5,626-83.8% | $4,346-79.0% |
| Admin fee / account holder | $2 | $1,738-99.9% | $15,912-100.0% | $1,942-99.9% |