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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,880 |
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 | $10,587 | $83,884-87.4% | $64,056-83.5% | $74,419-85.8% |
| Participation rate | 96.0% | 76.6%+19.4pp | 72.3%+23.7pp | 70.7%+25.3pp |
| Annual return | 22.36% | 16.57%+5.8pp | 33.69%-11.3pp | 34.38%-12.0pp |
| Employer contribution / active EE | $3,047 | $3,084-1.2% | $2,747+10.9% | $2,637+15.5% |
| Participant deferral / active EE | $2,451 | $3,692-33.6% | $3,880-36.8% | $4,528-45.9% |
| Admin fee / account holder | $12 | $196-93.8% | $3,068-99.6% | $348-96.5% |