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 | $88,626 |
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 | $76,018 | $53,932+41.0% | $134,143-43.3% | $90,288-15.8% |
| Participation rate | 49.0% | 60.4%-11.4pp | 72.2%-23.2pp | 73.4%-24.3pp |
| Annual return | 15.46% | 23.16%-7.7pp | 36.33%-20.9pp | 53.97%-38.5pp |
| Employer contribution / active EE | $183 | $1,611-88.6% | $3,704-95.1% | $2,524-92.7% |
| Participant deferral / active EE | $1,782 | $2,432-26.8% | $3,499-49.1% | $4,232-57.9% |
| Admin fee / account holder | $74 | $104-28.5% | $6,684-98.9% | $114-35.0% |