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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,798 |
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 | $35,596 | $54,573-34.8% | $90,951-60.9% | $73,488-51.6% |
| Participation rate | 18.4% | 61.2%-42.8pp | 69.0%-50.6pp | 70.7%-52.3pp |
| Annual return | 14.47% | 16.69%-2.2pp | 134.60%-120.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $495 | $991-50.1% | $2,122-76.7% | $2,270-78.2% |
| Participant deferral / active EE | $694 | $2,517-72.4% | $3,373-79.4% | $3,740-81.4% |
| Admin fee / account holder | $155 | $521-70.4% | $5,959-97.4% | $513-69.9% |