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 | $6,006 |
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 | $99,443 | $86,655+14.8% | $119,609-16.9% | $66,914+48.6% |
| Participation rate | 53.0% | 75.6%-22.5pp | 79.3%-26.2pp | 69.8%-16.8pp |
| Annual return | -16.64% | -8.00%-8.6pp | -14.97%-1.7pp | 1.58%-18.2pp |
| Employer contribution / active EE | $791 | $2,536-68.8% | $4,232-81.3% | $2,544-68.9% |
| Participant deferral / active EE | $2,332 | $4,358-46.5% | $5,602-58.4% | $4,237-45.0% |
| Admin fee / account holder | $72 | $755-90.5% | $10,323-99.3% | $593-87.9% |