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 10-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 | $6,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,026 | $41,078+75.3% | $80,569-10.6% | $71,457+0.8% |
| Participation rate | 67.1% | 50.2%+16.9pp | 67.0%+0.1pp | 67.9%-0.8pp |
| Annual return | 23.29% | 38.45%-15.2pp | 935.43%-912.1pp | 28.85%-5.6pp |
| Employer contribution / active EE | $3,109 | $1,506+106.5% | $2,723+14.1% | $2,588+20.1% |
| Participant deferral / active EE | $6,247 | $2,699+131.4% | $4,447+40.5% | $4,289+45.7% |
| Admin fee / account holder | $48 | $1,840-97.4% | $5,377-99.1% | $1,587-97.0% |