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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,008 |
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 | $14,263 | $76,050-81.2% | $96,544-85.2% | $71,457-80.0% |
| Participation rate | 90.3% | 74.4%+15.9pp | 76.0%+14.3pp | 67.9%+22.3pp |
| Annual return | 18.43% | 22.81%-4.4pp | 25.84%-7.4pp | 28.85%-10.4pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,506 | $4,215-16.8% | $4,851-27.7% | $4,289-18.2% |
| Admin fee / account holder | $38 | $2,707-98.6% | $8,252-99.5% | $1,587-97.6% |