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 | $1,477 |
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 | $5,266 | $81,446-93.5% | $103,374-94.9% | $80,874-93.5% |
| Participation rate | 95.9% | 66.9%+29.1pp | 74.5%+21.4pp | 67.6%+28.3pp |
| Annual return | 0.00% | 25.57%-25.6pp | 24.89%-24.9pp | 35.62%-35.6pp |
| Employer contribution / active EE | $1,593 | $3,107-48.7% | $3,869-58.8% | $2,756-42.2% |
| Participant deferral / active EE | $3,268 | $3,870-15.6% | $5,058-35.4% | $4,297-23.9% |
| Admin fee / account holder | $14 | $6,715-99.8% | $8,394-99.8% | $6,935-99.8% |