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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,139 |
Service code 27 · EIN 46-2919836 | Advisory (Plan) | $11,086 |
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 | $68,031 | $65,904+3.2% | $160,784-57.7% | $79,634-14.6% |
| Participation rate | 62.2% | 56.2%+5.9pp | 77.0%-14.8pp | 62.5%-0.3pp |
| Annual return | 19.58% | 20.16%-0.6pp | 1803.92%-1784.3pp | 36.46%-16.9pp |
| Employer contribution / active EE | $2,045 | $1,805+13.3% | $3,733-45.2% | $2,529-19.1% |
| Participant deferral / active EE | $3,876 | $3,692+5.0% | $6,293-38.4% | $3,835+1.1% |
| Admin fee / account holder | $89 | $965-90.8% | $9,717-99.1% | $1,002-91.2% |