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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,581 | $53,165-66.9% | $86,188-79.6% | $74,419-76.4% |
| Participation rate | 65.6% | 64.9%+0.8pp | 69.0%-3.3pp | 70.7%-5.1pp |
| Annual return | 0.00% | 22.64%-22.6pp | 1168.45%-1168.4pp | 34.38%-34.4pp |
| Employer contribution / active EE | $852 | $1,210-29.6% | $2,380-64.2% | $2,637-67.7% |
| Participant deferral / active EE | $1,971 | $3,234-39.0% | $3,985-50.5% | $4,528-56.5% |
| Admin fee / account holder | $9 | $551-98.5% | $6,852-99.9% | $348-97.6% |