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 4-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.1+ years Service code 21 · EIN 23-1945930 | Bank Trustee | $960 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,785 | $92,303-46.1% | $152,466-67.3% | $86,799-42.6% |
| Participation rate | 91.6% | 81.1%+10.6pp | 78.2%+13.4pp | 72.3%+19.4pp |
| Annual return | 0.00% | 531.69%-531.7pp | 757.33%-757.3pp | 97.91%-97.9pp |
| Employer contribution / active EE | $1,731 | $3,748-53.8% | $4,327-60.0% | $2,405-28.0% |
| Participant deferral / active EE | $959 | $5,599-82.9% | $5,820-83.5% | $4,131-76.8% |
| Admin fee / account holder | $2 | $150-98.8% | $15,805-100.0% | $170-98.9% |