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 6-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 | $14,605 |
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 | $26,478 | $106,028-75.0% | $146,958-82.0% | $77,643-65.9% |
| Participation rate | 76.5% | 78.4%-1.9pp | 82.2%-5.7pp | 70.6%+5.9pp |
| Annual return | 24.41% | 56.73%-32.3pp | 418.34%-393.9pp | 31.24%-6.8pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,796 | $7,990-27.5% | $8,070-28.2% | $4,647+24.7% |
| Admin fee / account holder | $24 | $337-92.9% | $12,998-99.8% | $430-94.4% |