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 | $71,964-5.5% | $167,512-59.4% | $85,563-20.5% |
| Participation rate | 62.2% | 61.0%+1.2pp | 77.1%-14.9pp | 66.0%-3.8pp |
| Annual return | 19.58% | 18.83%+0.8pp | 1615.79%-1596.2pp | 31.51%-11.9pp |
| Employer contribution / active EE | $2,045 | $1,875+9.1% | $3,882-47.3% | $2,654-22.9% |
| Participant deferral / active EE | $3,876 | $4,110-5.7% | $6,405-39.5% | $4,375-11.4% |
| Admin fee / account holder | $89 | $815-89.1% | $9,769-99.1% | $834-89.4% |