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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,566 |
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 | $4,213 | $71,516-94.1% | $98,439-95.7% | $71,457-94.1% |
| Participation rate | 97.5% | 72.7%+24.8pp | 75.2%+22.4pp | 67.9%+29.6pp |
| Annual return | 34.18% | 32.41%+1.8pp | 21.16%+13.0pp | 28.85%+5.3pp |
| Employer contribution / active EE | $942 | $2,399-60.8% | $3,048-69.1% | $2,588-63.6% |
| Participant deferral / active EE | $2,509 | $4,109-38.9% | $4,738-47.0% | $4,289-41.5% |
| Admin fee / account holder | $12 | $1,675-99.3% | $8,948-99.9% | $1,587-99.2% |