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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,278 | $73,638-77.9% | $95,952-83.0% | $73,488-77.8% |
| Participation rate | 24.7% | 76.2%-51.4pp | 77.1%-52.4pp | 70.7%-46.0pp |
| Annual return | 14.20% | 16.78%-2.6pp | 91.61%-77.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $297 | $3,617-91.8% | $4,167-92.9% | $3,740-92.1% |
| Admin fee / account holder | $4 | $482-99.2% | $6,795-99.9% | $513-99.3% |