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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,646 |
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 | $22,949 | $82,202-72.1% | $125,339-81.7% | $64,808-64.6% |
| Participation rate | 97.3% | 77.9%+19.4pp | 82.4%+14.9pp | 71.5%+25.8pp |
| Annual return | -14.17% | 3.48%-17.6pp | 572.05%-586.2pp | 32.82%-47.0pp |
| Employer contribution / active EE | $4,528 | $3,615+25.2% | $4,814-5.9% | $2,506+80.7% |
| Participant deferral / active EE | $6,964 | $7,175-2.9% | $7,446-6.5% | $4,310+61.6% |
| Admin fee / account holder | $22 | $163-86.6% | $10,010-99.8% | $188-88.4% |