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 | $8,253 |
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 | $116,463 | $82,978+40.4% | $129,995-10.4% | $71,457+63.0% |
| Participation rate | 50.9% | 74.1%-23.2pp | 78.5%-27.6pp | 67.9%-17.0pp |
| Annual return | 12.25% | 20.60%-8.3pp | -137.18%+149.4pp | 28.85%-16.6pp |
| Employer contribution / active EE | $809 | $2,622-69.1% | $4,320-81.3% | $2,588-68.7% |
| Participant deferral / active EE | $2,329 | $4,432-47.5% | $5,820-60.0% | $4,289-45.7% |
| Admin fee / account holder | $110 | $1,729-93.6% | $10,614-99.0% | $1,587-93.1% |