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 4-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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $435 |
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 | $9,405 | $72,607-87.0% | $90,749-89.6% | $66,914-85.9% |
| Participation rate | 93.4% | 73.7%+19.8pp | 75.7%+17.8pp | 69.8%+23.6pp |
| Annual return | -10.91% | -12.28%+1.4pp | -12.16%+1.3pp | 1.58%-12.5pp |
| Employer contribution / active EE | $1,976 | $2,369-16.6% | $2,921-32.4% | $2,544-22.4% |
| Participant deferral / active EE | $2,885 | $3,977-27.5% | $4,564-36.8% | $4,237-31.9% |
| Admin fee / account holder | $3 | $707-99.6% | $8,445-100.0% | $593-99.5% |