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 3-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 15 · EIN 23-1945930 | Recordkeeping | $865 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,491 | $72,607-97.9% | $90,749-98.4% | $66,914-97.8% |
| Participation rate | 97.6% | 73.7%+23.9pp | 75.7%+21.9pp | 69.8%+27.8pp |
| Annual return | 0.00% | -12.28%+12.3pp | -12.16%+12.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $45 | $2,369-98.1% | $2,921-98.5% | $2,544-98.2% |
| Participant deferral / active EE | $1,858 | $3,977-53.3% | $4,564-59.3% | $4,237-56.2% |
| Admin fee / account holder | $4 | $707-99.4% | $8,445-99.9% | $593-99.2% |