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 Service code 15 · EIN 23-1945930 | Recordkeeping | $1,425 |
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 | $6,263 | $94,833-93.4% | $75,696-91.7% | $86,799-92.8% |
| Participation rate | 97.4% | 79.1%+18.3pp | 74.8%+22.6pp | 72.3%+25.1pp |
| Annual return | 25.98% | 16.91%+9.1pp | 104.53%-78.6pp | 97.91%-71.9pp |
| Employer contribution / active EE | $3,149 | $2,904+8.4% | $2,743+14.8% | $2,405+30.9% |
| Participant deferral / active EE | $2,544 | $3,632-30.0% | $3,821-33.4% | $4,131-38.4% |
| Admin fee / account holder | $4 | $109-96.4% | $3,619-99.9% | $170-97.7% |