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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,817 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,704 | $79,428-39.9% | $106,548-55.2% | $79,386-39.9% |
| Participation rate | 33.9% | 74.1%-40.3pp | 76.1%-42.3pp | 70.7%-36.8pp |
| Annual return | 8.41% | 18.27%-9.9pp | 26.80%-18.4pp | 116.85%-108.4pp |
| Employer contribution / active EE | $1,121 | $2,234-49.8% | $2,819-60.2% | $2,427-53.8% |
| Participant deferral / active EE | $2,059 | $3,823-46.1% | $4,398-53.2% | $4,046-49.1% |
| Admin fee / account holder | $46 | $523-91.2% | $7,407-99.4% | $626-92.6% |