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 10-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 | $2,030 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,178 | $58,320-31.1% | $86,436-53.5% | $66,914-40.0% |
| Participation rate | 77.7% | 78.6%-0.9pp | 80.3%-2.6pp | 69.8%+7.9pp |
| Annual return | -11.75% | -9.71%-2.0pp | 4394.89%-4406.6pp | 1.58%-13.3pp |
| Employer contribution / active EE | $1,070 | $2,615-59.1% | $3,769-71.6% | $2,544-58.0% |
| Participant deferral / active EE | $2,800 | $6,899-59.4% | $6,952-59.7% | $4,237-33.9% |
| Admin fee / account holder | $21 | $546-96.2% | $6,731-99.7% | $593-96.5% |