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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,629 | $88,083+69.9% | $164,813-9.2% | $74,495+100.9% |
| Participation rate | 59.0% | 73.0%-14.0pp | 78.6%-19.6pp | 67.2%-8.2pp |
| Annual return | 14.28% | 17.26%-3.0pp | 69.93%-55.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $492 | $2,593-81.0% | $4,341-88.7% | $2,623-81.2% |
| Participant deferral / active EE | $5,694 | $4,498+26.6% | $6,031-5.6% | $4,346+31.0% |
| Admin fee / account holder | $64 | $2,234-97.1% | $12,690-99.5% | $1,942-96.7% |