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 | $101,317-89.4% | $146,958-92.7% | $74,495-85.5% |
| Participation rate | 82.6% | 75.5%+7.1pp | 82.2%+0.5pp | 67.2%+15.4pp |
| Annual return | 21.52% | 8730.91%-8709.4pp | 418.34%-396.8pp | 1364.94%-1343.4pp |
| Employer contribution / active EE | $2,382 | $3,810-37.5% | $4,933-51.7% | $2,623-9.2% |
| Participant deferral / active EE | $3,528 | $7,303-51.7% | $8,070-56.3% | $4,346-18.8% |
| Admin fee / account holder | $17 | $1,739-99.0% | $12,998-99.9% | $1,942-99.1% |