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 9-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 | $2,470 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,728 | $50,385-68.8% | $75,670-79.2% | $62,292-74.8% |
| Participation rate | 98.1% | 67.7%+30.4pp | 72.3%+25.7pp | 69.5%+28.5pp |
| Annual return | 17.35% | 19.90%-2.6pp | 27.34%-10.0pp | 28.90%-11.6pp |
| Employer contribution / active EE | $3,309 | $1,537+115.2% | $2,352+40.7% | $2,042+62.0% |
| Participant deferral / active EE | $3,329 | $2,445+36.1% | $3,142+5.9% | $3,169+5.0% |
| Admin fee / account holder | $30 | $384-92.1% | $5,800-99.5% | $479-93.6% |