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 | $47,105+57.2% | $68,368+8.3% | $67,986+8.9% |
| Participation rate | 51.9% | 51.8%+0.1pp | 73.8%-21.8pp | 57.2%-5.3pp |
| Annual return | 15.12% | 48.37%-33.3pp | 292.57%-277.4pp | 31.67%-16.5pp |
| Employer contribution / active EE | $1,373 | $1,859-26.1% | $2,649-48.2% | $2,019-32.0% |
| Participant deferral / active EE | $2,899 | $2,374+22.1% | $4,123-29.7% | $3,358-13.7% |
| Admin fee / account holder | $25 | $2,435-99.0% | $5,150-99.5% | $3,203-99.2% |