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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,697 | $93,182-37.0% | $146,665-60.0% | $79,386-26.1% |
| Participation rate | 38.1% | 76.4%-38.4pp | 80.1%-42.0pp | 70.7%-32.6pp |
| Annual return | 12.36% | 21.61%-9.3pp | 22.74%-10.4pp | 116.85%-104.5pp |
| Employer contribution / active EE | $1,398 | $2,420-42.2% | $4,136-66.2% | $2,427-42.4% |
| Participant deferral / active EE | $2,681 | $4,169-35.7% | $5,506-51.3% | $4,046-33.7% |
| Admin fee / account holder | $118 | $585-79.8% | $10,280-98.9% | $626-81.2% |