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 8-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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,080 | $73,102-20.5% | $123,544-53.0% | $56,287+3.2% |
| Participation rate | 62.6% | 74.3%-11.7pp | 82.3%-19.7pp | 69.9%-7.3pp |
| Annual return | -0.36% | 3.01%-3.4pp | 119.20%-119.6pp | -9.96%+9.6pp |
| Employer contribution / active EE | $2,279 | $2,977-23.5% | $4,628-50.8% | $2,111+7.9% |
| Participant deferral / active EE | $4,736 | $5,423-12.7% | $6,426-26.3% | $3,350+41.4% |
| Admin fee / account holder | $18 | $554-96.8% | $9,284-99.8% | $521-96.6% |