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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,105 |
Annual investment return 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 | $18,095 | $87,870-79.4% | $113,168-84.0% | $74,304-75.6% |
| Participation rate | 91.5% | 70.7%+20.7pp | 76.6%+14.9pp | 60.3%+31.1pp |
| Annual return | 10.03% | 26.44%-16.4pp | 24.27%-14.2pp | 29.43%-19.4pp |
| Employer contribution / active EE | $2,264 | $2,277-0.6% | $2,975-23.9% | $2,241+1.0% |
| Participant deferral / active EE | $2,716 | $4,241-36.0% | $5,107-46.8% | $3,767-27.9% |
| Admin fee / account holder | $16 | $3,368-99.5% | $12,068-99.9% | $2,969-99.4% |