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 | $2,805 |
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 | $74,036 | $56,317+31.5% | $71,209+4.0% | $74,304-0.4% |
| Participation rate | 51.9% | 55.1%-3.2pp | 73.8%-21.8pp | 60.3%-8.4pp |
| Annual return | 15.12% | 42.83%-27.7pp | 282.51%-267.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,373 | $2,160-36.4% | $2,721-49.5% | $2,241-38.7% |
| Participant deferral / active EE | $2,899 | $2,788+4.0% | $4,175-30.6% | $3,767-23.1% |
| Admin fee / account holder | $25 | $2,290-98.9% | $5,349-99.5% | $2,969-99.2% |