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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,775 |
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.
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 | $58,931 | $86,655-32.0% | $119,609-50.7% | $66,914-11.9% |
| Participation rate | 37.9% | 75.6%-37.7pp | 79.3%-41.4pp | 69.8%-31.9pp |
| Annual return | -18.42% | -8.00%-10.4pp | -14.97%-3.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,513 | $2,536-40.4% | $4,232-64.3% | $2,544-40.6% |
| Participant deferral / active EE | $2,895 | $4,358-33.6% | $5,602-48.3% | $4,237-31.7% |
| Admin fee / account holder | $188 | $755-75.0% | $10,323-98.2% | $593-68.2% |