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 37 · EIN 04-2647786 | Loan Processing | $7,692 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,473 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,712 | $28,601+154.2% | $71,735+1.4% | $66,914+8.7% |
| Participation rate | 12.4% | 56.7%-44.2pp | 62.3%-49.9pp | 69.8%-57.4pp |
| Annual return | -16.65% | -10.90%-5.8pp | 9.14%-25.8pp | 1.58%-18.2pp |
| Employer contribution / active EE | $0 | $1,104-100.0% | $1,704-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,141 | $1,912-40.3% | $2,658-57.1% | $4,237-73.1% |
| Admin fee / account holder | $495 | $506-2.1% | $3,974-87.5% | $593-16.5% |