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 7-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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $188 |
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 | $4,657 | $59,186-92.1% | $76,768-93.9% | $56,287-91.7% |
| Participation rate | 86.8% | 75.2%+11.6pp | 77.0%+9.8pp | 69.9%+16.9pp |
| Annual return | 0.00% | 6.62%-6.6pp | 2.43%-2.4pp | -9.96%+10.0pp |
| Employer contribution / active EE | $852 | $1,759-51.6% | $2,485-65.7% | $2,111-59.7% |
| Participant deferral / active EE | $2,907 | $3,255-10.7% | $3,852-24.5% | $3,350-13.2% |
| Admin fee / account holder | $2 | $489-99.6% | $6,675-100.0% | $521-99.6% |