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 | $1,050 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,717 | $80,968+143.0% | $96,544+103.8% | $75,163+161.7% |
| Participation rate | 68.4% | 71.8%-3.3pp | 76.0%-7.5pp | 67.2%+1.2pp |
| Annual return | 13.96% | 27.06%-13.1pp | 25.84%-11.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,272 | $2,282-44.3% | $2,965-57.1% | $2,670-52.4% |
| Participant deferral / active EE | $1,644 | $3,928-58.1% | $4,851-66.1% | $4,125-60.1% |
| Admin fee / account holder | $18 | $6,724-99.7% | $8,252-99.8% | $5,651-99.7% |