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 6-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 | $8,717 |
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 | $22,726 | $104,317-78.2% | $159,436-85.7% | $86,799-73.8% |
| Participation rate | 96.1% | 77.7%+18.4pp | 82.8%+13.3pp | 72.3%+23.9pp |
| Annual return | 35.47% | 26.32%+9.1pp | 263.57%-228.1pp | 97.91%-62.4pp |
| Employer contribution / active EE | $3,939 | $3,451+14.1% | $4,829-18.4% | $2,405+63.7% |
| Participant deferral / active EE | $6,487 | $6,837-5.1% | $7,352-11.8% | $4,131+57.0% |
| Admin fee / account holder | $18 | $172-89.5% | $10,799-99.8% | $170-89.3% |