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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,150 |
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 | $19,813 | $62,146-68.1% | $81,438-75.7% | $74,546-73.4% |
| Participation rate | 89.4% | 64.1%+25.3pp | 69.5%+19.9pp | 67.2%+22.2pp |
| Annual return | 17.67% | 16.49%+1.2pp | 24.74%-7.1pp | 1366.03%-1348.4pp |
| Employer contribution / active EE | $1,740 | $1,883-7.6% | $2,460-29.3% | $2,624-33.7% |
| Participant deferral / active EE | $2,265 | $3,229-29.9% | $3,883-41.7% | $4,347-47.9% |
| Admin fee / account holder | $36 | $1,922-98.1% | $5,764-99.4% | $1,944-98.1% |