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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,594 | $81,474+94.7% | $133,956+18.4% | $73,488+115.8% |
| Participation rate | 36.5% | 76.4%-39.8pp | 79.8%-43.3pp | 70.7%-34.2pp |
| Annual return | 16.28% | 19.40%-3.1pp | 45.09%-28.8pp | 28.51%-12.2pp |
| Employer contribution / active EE | $559 | $2,209-74.7% | $3,919-85.7% | $2,270-75.4% |
| Participant deferral / active EE | $2,906 | $3,786-23.3% | $5,048-42.4% | $3,740-22.3% |
| Admin fee / account holder | $62 | $713-91.2% | $8,927-99.3% | $513-87.8% |