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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,308 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $13,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,686 | $100,227-74.4% | $169,993-84.9% | $74,419-65.5% |
| Participation rate | 69.3% | 87.3%-18.1pp | 87.0%-17.7pp | 70.7%-1.5pp |
| Annual return | 24.66% | 66.08%-41.4pp | 53.37%-28.7pp | 34.38%-9.7pp |
| Employer contribution / active EE | $2,096 | $4,263-50.8% | $6,785-69.1% | $2,637-20.5% |
| Participant deferral / active EE | $4,347 | $7,143-39.1% | $10,408-58.2% | $4,528-4.0% |
| Admin fee / account holder | $119 | $234-49.1% | $12,815-99.1% | $348-65.7% |