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 5-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 | $1,290 |
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 | $19,042 | $104,475-81.8% | $159,436-88.1% | $79,386-76.0% |
| Participation rate | 87.0% | 76.6%+10.4pp | 82.8%+4.2pp | 70.7%+16.3pp |
| Annual return | 37.06% | 67.95%-30.9pp | 263.57%-226.5pp | 116.85%-79.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,624 | $6,467-44.0% | $7,352-50.7% | $4,046-10.4% |
| Admin fee / account holder | $7 | $711-99.0% | $10,799-99.9% | $626-98.8% |