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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,814 |
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 | $43,582 | $59,263-26.5% | $96,562-54.9% | $79,386-45.1% |
| Participation rate | 16.8% | 61.9%-45.1pp | 69.8%-53.0pp | 70.7%-53.9pp |
| Annual return | 16.50% | 27.07%-10.6pp | 37.78%-21.3pp | 116.85%-100.3pp |
| Employer contribution / active EE | $517 | $1,216-57.5% | $2,356-78.1% | $2,427-78.7% |
| Participant deferral / active EE | $663 | $2,948-77.5% | $3,849-82.8% | $4,046-83.6% |
| Admin fee / account holder | $166 | $658-74.8% | $6,181-97.3% | $626-73.5% |