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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,184 |
Employer contribution per participant 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 | $7,762 | $65,376-88.1% | $87,100-91.1% | $65,185-88.1% |
| Participation rate | 89.3% | 75.3%+14.0pp | 76.9%+12.4pp | 70.2%+19.1pp |
| Annual return | 29.32% | 31.27%-1.9pp | 28.19%+1.1pp | 29.38%-0.1pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,986 | $3,388-11.9% | $4,049-26.2% | $3,514-15.0% |
| Admin fee / account holder | $19 | $520-96.4% | $7,497-99.8% | $847-97.8% |