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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,110 |
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 | $31,400 | $95,274-67.0% | $135,903-76.9% | $74,419-57.8% |
| Participation rate | 97.3% | 78.2%+19.1pp | 81.9%+15.4pp | 70.7%+26.5pp |
| Annual return | 23.37% | 32.77%-9.4pp | 68.23%-44.9pp | 34.38%-11.0pp |
| Employer contribution / active EE | $4,743 | $3,874+22.4% | $4,856-2.3% | $2,637+79.9% |
| Participant deferral / active EE | $7,742 | $7,782-0.5% | $7,758-0.2% | $4,528+71.0% |
| Admin fee / account holder | $58 | $266-78.2% | $10,762-99.5% | $348-83.3% |