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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,290 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,350 | $92,971-44.8% | $96,683-46.9% | $74,419-31.0% |
| Participation rate | 41.8% | 71.5%-29.8pp | 74.3%-32.6pp | 70.7%-28.9pp |
| Annual return | 13.84% | 37.49%-23.6pp | 35.69%-21.9pp | 34.38%-20.5pp |
| Employer contribution / active EE | $1,008 | $3,426-70.6% | $3,737-73.0% | $2,637-61.8% |
| Participant deferral / active EE | $1,701 | $3,970-57.1% | $4,878-65.1% | $4,528-62.4% |
| Admin fee / account holder | $11 | $633-98.2% | $6,730-99.8% | $348-96.7% |