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 8-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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,418 |
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 | $37,122 | $88,982-58.3% | $102,438-63.8% | $77,671-52.2% |
| Participation rate | 74.7% | 80.9%-6.2pp | 76.5%-1.7pp | 70.6%+4.2pp |
| Annual return | 15.43% | 25.01%-9.6pp | 29.37%-13.9pp | 31.21%-15.8pp |
| Employer contribution / active EE | $2,311 | $2,698-14.4% | $3,024-23.6% | $2,726-15.2% |
| Participant deferral / active EE | $3,329 | $5,144-35.3% | $5,054-34.1% | $4,648-28.4% |
| Admin fee / account holder | $25 | $236-89.4% | $9,448-99.7% | $430-94.2% |