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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,131 | $82,917-33.5% | $103,333-46.6% | $77,643-29.0% |
| Participation rate | 50.1% | 71.6%-21.4pp | 74.5%-24.4pp | 70.6%-20.5pp |
| Annual return | 12.44% | 19.13%-6.7pp | 24.88%-12.4pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,235 | $3,552-65.2% | $3,868-68.1% | $2,726-54.7% |
| Participant deferral / active EE | $2,079 | $4,108-49.4% | $5,057-58.9% | $4,647-55.3% |
| Admin fee / account holder | $28 | $638-95.6% | $8,355-99.7% | $430-93.5% |