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 9-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 | $26,513 |
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 | $78,823 | $66,457+18.6% | $81,438-3.2% | $77,671+1.5% |
| Participation rate | 52.0% | 68.7%-16.7pp | 69.5%-17.5pp | 70.6%-18.5pp |
| Annual return | 13.13% | 15.93%-2.8pp | 24.74%-11.6pp | 31.21%-18.1pp |
| Employer contribution / active EE | $2,203 | $2,159+2.0% | $2,460-10.5% | $2,726-19.2% |
| Participant deferral / active EE | $4,013 | $3,679+9.1% | $3,883+3.3% | $4,648-13.7% |
| Admin fee / account holder | $120 | $583-79.4% | $5,764-97.9% | $430-72.1% |