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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,205 |
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 | $31,793 | $117,025-72.8% | $91,541-65.3% | $85,563-62.8% |
| Participation rate | 54.8% | 64.2%-9.4pp | 69.8%-15.0pp | 66.0%-11.2pp |
| Annual return | 19.18% | 18.02%+1.2pp | 20.50%-1.3pp | 31.51%-12.3pp |
| Employer contribution / active EE | $1,277 | $2,120-39.8% | $2,505-49.0% | $2,654-51.9% |
| Participant deferral / active EE | $1,714 | $3,446-50.3% | $4,008-57.2% | $4,375-60.8% |
| Admin fee / account holder | $45 | $1,242-96.4% | $6,956-99.4% | $834-94.6% |