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 |
|---|---|---|
Service code 15 · EIN 31-1582098 | Recordkeeping | $17,745 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGAURD GROUP Service code 15 · EIN 23-1954593 | Recordkeeping | $10,499 |
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 | $36,810 | $84,487-56.4% | $125,339-70.6% | $66,914-45.0% |
| Participation rate | 60.2% | 76.4%-16.2pp | 82.4%-22.2pp | 69.8%-9.6pp |
| Annual return | -16.05% | -8.39%-7.7pp | 572.05%-588.1pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,573 | $3,553-55.7% | $4,814-67.3% | $2,544-38.2% |
| Participant deferral / active EE | $3,834 | $6,781-43.5% | $7,446-48.5% | $4,237-9.5% |
| Admin fee / account holder | $259 | $685-62.2% | $10,010-97.4% | $593-56.3% |