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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,190 |
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 | $61,251 | $89,652-31.7% | $141,162-56.6% | $65,185-6.0% |
| Participation rate | 69.7% | 74.7%-5.1pp | 82.5%-12.8pp | 70.2%-0.5pp |
| Annual return | 26.62% | 32.79%-6.2pp | 71.39%-44.8pp | 29.38%-2.8pp |
| Employer contribution / active EE | $2,649 | $3,065-13.6% | $4,735-44.1% | $2,177+21.7% |
| Participant deferral / active EE | $5,458 | $5,691-4.1% | $6,709-18.6% | $3,514+55.3% |
| Admin fee / account holder | $15 | $569-97.4% | $10,261-99.9% | $847-98.2% |