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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,225 |
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 | $17,055 | $69,763-75.6% | $67,502-74.7% | $74,495-77.1% |
| Participation rate | 96.3% | 71.4%+24.9pp | 72.9%+23.4pp | 67.2%+29.1pp |
| Annual return | 14.24% | -40.34%+54.6pp | 3512.12%-3497.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $4,151 | $2,704+53.5% | $2,731+52.0% | $2,623+58.3% |
| Participant deferral / active EE | $3,457 | $3,636-4.9% | $4,000-13.6% | $4,346-20.4% |
| Admin fee / account holder | $22 | $896-97.5% | $3,998-99.4% | $1,942-98.9% |