See peer percentile detail. $4.99 for your first month.
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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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,844 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,550 | $86,286+203.1% | $111,297+135.0% | $85,850+204.7% |
| Participation rate | 58.1% | 73.3%-15.3pp | 77.3%-19.2pp | 69.3%-11.3pp |
| Annual return | 16.78% | 19.99%-3.2pp | 54.65%-37.9pp | 318.53%-301.8pp |
| Employer contribution / active EE | $968 | $2,043-52.6% | $2,731-64.6% | $2,565-62.3% |
| Participant deferral / active EE | $1,364 | $3,641-62.5% | $4,487-69.6% | $3,952-65.5% |
| Admin fee / account holder | $82 | $8,188-99.0% | $7,964-99.0% | $6,260-98.7% |