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 4-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 37 · EIN 23-1945930 | Loan Processing | $1,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $7,886 | $49,451-84.1% | $79,550-90.1% | $66,914-88.2% |
| Participation rate | 26.6% | 61.3%-34.8pp | 69.5%-42.9pp | 69.8%-43.2pp |
| Annual return | 0.00% | 84.25%-84.3pp | 0.16%-0.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $720 | $1,266-43.1% | $2,413-70.2% | $2,544-71.7% |
| Participant deferral / active EE | $1,392 | $3,159-55.9% | $3,985-65.1% | $4,237-67.1% |
| Admin fee / account holder | $37 | $595-93.7% | $6,832-99.5% | $593-93.7% |