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 3-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 | $3,765 |
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 | $10,783 | $101,499-89.4% | $147,005-92.7% | $74,546-85.5% |
| Participation rate | 82.6% | 75.5%+7.1pp | 82.2%+0.4pp | 67.2%+15.4pp |
| Annual return | 21.52% | 8732.34%-8710.8pp | 418.76%-397.2pp | 1366.03%-1344.5pp |
| Employer contribution / active EE | $2,382 | $3,811-37.5% | $4,934-51.7% | $2,624-9.2% |
| Participant deferral / active EE | $3,528 | $7,304-51.7% | $8,070-56.3% | $4,347-18.8% |
| Admin fee / account holder | $17 | $1,748-99.0% | $13,006-99.9% | $1,944-99.1% |