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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,335 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,062 | $79,124-91.1% | $60,874-88.4% | $64,808-89.1% |
| Participation rate | 93.4% | 77.7%+15.7pp | 73.1%+20.3pp | 71.5%+21.9pp |
| Annual return | -19.29% | -7.13%-12.2pp | 16.90%-36.2pp | 32.82%-52.1pp |
| Employer contribution / active EE | $3,435 | $3,050+12.6% | $2,701+27.1% | $2,506+37.1% |
| Participant deferral / active EE | $2,750 | $3,725-26.2% | $3,817-28.0% | $4,310-36.2% |
| Admin fee / account holder | $17 | $106-83.7% | $3,224-99.5% | $188-90.8% |