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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,905 |
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 | $73,438 | $59,159+24.1% | $159,960-54.1% | $66,914+9.7% |
| Participation rate | 34.7% | 68.1%-33.4pp | 78.0%-43.3pp | 69.8%-35.1pp |
| Annual return | -16.40% | -12.26%-4.1pp | 408.60%-425.0pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,054 | $1,983-46.8% | $4,226-75.1% | $2,544-58.6% |
| Participant deferral / active EE | $3,165 | $4,395-28.0% | $6,182-48.8% | $4,237-25.3% |
| Admin fee / account holder | $65 | $591-89.0% | $8,698-99.3% | $593-89.0% |