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 | $14,598 |
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 | $66,968 | $104,919-36.2% | $116,228-42.4% | $85,563-21.7% |
| Participation rate | 60.5% | 78.6%-18.1pp | 74.6%-14.1pp | 66.0%-5.5pp |
| Annual return | 15.91% | 15.38%+0.5pp | 90.06%-74.1pp | 31.51%-15.6pp |
| Employer contribution / active EE | $799 | $3,485-77.1% | $2,994-73.3% | $2,654-69.9% |
| Participant deferral / active EE | $2,528 | $5,306-52.3% | $4,953-49.0% | $4,375-42.2% |
| Admin fee / account holder | $69 | $429-84.0% | $11,989-99.4% | $834-91.8% |