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 | $10,646 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $22,626 | $57,016-60.3% | $84,966-73.4% | $80,856-72.0% |
| Participation rate | 66.7% | 56.3%+10.3pp | 67.5%-0.8pp | 67.6%-1.0pp |
| Annual return | 10.49% | 21.66%-11.2pp | 66.38%-55.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $933 | $1,798-48.1% | $2,727-65.8% | $2,755-66.1% |
| Participant deferral / active EE | $2,034 | $3,110-34.6% | $4,519-55.0% | $4,296-52.7% |
| Admin fee / account holder | $110 | $4,980-97.8% | $6,149-98.2% | $6,918-98.4% |