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 | $6,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,576 | $59,417+59.2% | $93,606+1.0% | $74,495+27.0% |
| Participation rate | 67.8% | 59.7%+8.1pp | 68.7%-1.0pp | 67.2%+0.6pp |
| Annual return | 15.56% | 81.83%-66.3pp | 133.20%-117.6pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,881 | $1,264+128.0% | $2,420+19.1% | $2,623+9.8% |
| Participant deferral / active EE | $6,176 | $3,050+102.5% | $4,411+40.0% | $4,346+42.1% |
| Admin fee / account holder | $36 | $3,021-98.8% | $8,285-99.6% | $1,942-98.1% |