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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,041 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,843 | $106,028-84.1% | $146,958-88.5% | $77,643-78.3% |
| Participation rate | 93.0% | 78.4%+14.7pp | 82.2%+10.9pp | 70.6%+22.4pp |
| Annual return | 16.82% | 56.73%-39.9pp | 418.34%-401.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,267 | $7,990-59.1% | $8,070-59.5% | $4,647-29.7% |
| Admin fee / account holder | $79 | $337-76.6% | $12,998-99.4% | $430-81.6% |