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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,499 |
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 | $86,827 | $55,415+56.7% | $155,509-44.2% | $74,495+16.6% |
| Participation rate | 66.2% | 61.9%+4.3pp | 78.2%-12.0pp | 67.2%-1.0pp |
| Annual return | 14.45% | 268.50%-254.0pp | 64.67%-50.2pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,458 | $2,267+8.4% | $4,672-47.4% | $2,623-6.3% |
| Participant deferral / active EE | $5,311 | $2,836+87.3% | $5,626-5.6% | $4,346+22.2% |
| Admin fee / account holder | $41 | $1,738-97.7% | $15,912-99.7% | $1,942-97.9% |