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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,221 |
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 | $54,568 | $62,561-12.8% | $105,218-48.1% | $52,331+4.3% |
| Participation rate | 65.6% | 70.4%-4.8pp | 77.2%-11.7pp | 68.1%-2.5pp |
| Annual return | -1.41% | 8.71%-10.1pp | 5.33%-6.7pp | 4.54%-6.0pp |
| Employer contribution / active EE | $2,286 | $2,137+6.9% | $3,255-29.8% | $1,882+21.5% |
| Participant deferral / active EE | $4,005 | $3,355+19.4% | $4,867-17.7% | $3,022+32.5% |
| Admin fee / account holder | $44 | $198-78.1% | $6,992-99.4% | $592-92.6% |