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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,395 |
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 | $14,706 | $71,516-79.4% | $98,439-85.1% | $71,457-79.4% |
| Participation rate | 94.6% | 72.7%+21.9pp | 75.2%+19.4pp | 67.9%+26.7pp |
| Annual return | 37.57% | 32.41%+5.2pp | 21.16%+16.4pp | 28.85%+8.7pp |
| Employer contribution / active EE | $2,418 | $2,399+0.8% | $3,048-20.7% | $2,588-6.6% |
| Participant deferral / active EE | $3,808 | $4,109-7.3% | $4,738-19.6% | $4,289-11.2% |
| Admin fee / account holder | $9 | $1,675-99.5% | $8,948-99.9% | $1,587-99.4% |