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 | $8,380 |
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 | $62,141 | $95,880-35.2% | $107,525-42.2% | $85,563-27.4% |
| Participation rate | 54.5% | 70.1%-15.6pp | 75.1%-20.6pp | 66.0%-11.5pp |
| Annual return | 11.69% | 68.06%-56.4pp | 181.32%-169.6pp | 31.51%-19.8pp |
| Employer contribution / active EE | $1,429 | $3,812-62.5% | $3,754-61.9% | $2,654-46.2% |
| Participant deferral / active EE | $2,443 | $4,201-41.9% | $5,116-52.2% | $4,375-44.2% |
| Admin fee / account holder | $28 | $1,025-97.3% | $8,919-99.7% | $834-96.7% |