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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,797 |
Employer 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 | $49,400 | $59,107-16.4% | $86,436-42.8% | $68,494-27.9% |
| Participation rate | 91.5% | 75.2%+16.3pp | 80.3%+11.2pp | 67.9%+23.6pp |
| Annual return | -18.15% | -0.23%-17.9pp | 4394.89%-4413.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $28 | $2,519-98.9% | $3,769-99.2% | $2,596-98.9% |
| Participant deferral / active EE | $13,060 | $5,901+121.3% | $6,952+87.9% | $4,027+224.3% |
| Admin fee / account holder | $55 | $5,637-99.0% | $6,731-99.2% | $5,403-99.0% |