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 | $29,445 |
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 | $50,849 | $95,274-46.6% | $135,903-62.6% | $74,419-31.7% |
| Participation rate | 65.4% | 78.2%-12.7pp | 81.9%-16.5pp | 70.7%-5.3pp |
| Annual return | 22.58% | 32.77%-10.2pp | 68.23%-45.7pp | 34.38%-11.8pp |
| Employer contribution / active EE | $1,549 | $3,874-60.0% | $4,856-68.1% | $2,637-41.3% |
| Participant deferral / active EE | $6,183 | $7,782-20.5% | $7,758-20.3% | $4,528+36.6% |
| Admin fee / account holder | $79 | $266-70.3% | $10,762-99.3% | $348-77.2% |