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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $52,117 | $84,487-38.3% | $125,339-58.4% | $66,914-22.1% |
| Participation rate | 62.9% | 76.4%-13.6pp | 82.4%-19.5pp | 69.8%-6.9pp |
| Annual return | -21.04% | -8.39%-12.6pp | 572.05%-593.1pp | 1.58%-22.6pp |
| Employer contribution / active EE | $3,089 | $3,553-13.1% | $4,814-35.8% | $2,544+21.4% |
| Participant deferral / active EE | $7,334 | $6,781+8.1% | $7,446-1.5% | $4,237+73.1% |
| Admin fee / account holder | $113 | $685-83.4% | $10,010-98.9% | $593-80.9% |