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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $90,837 | $60,323+50.6% | $81,812+11.0% | $74,495+21.9% |
| Participation rate | 69.0% | 62.9%+6.1pp | 72.3%-3.4pp | 67.2%+1.8pp |
| Annual return | 14.14% | 16.90%-2.8pp | 773.79%-759.6pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $76 | $2,620-97.1% | $2,912-97.4% | $2,623-97.1% |
| Participant deferral / active EE | $4,949 | $3,387+46.1% | $4,319+14.6% | $4,346+13.9% |
| Admin fee / account holder | $113 | $1,486-92.4% | $7,386-98.5% | $1,942-94.2% |