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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,145 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,182 | $73,004-27.2% | $90,749-41.4% | $68,494-22.4% |
| Participation rate | 30.4% | 70.8%-40.4pp | 75.7%-45.3pp | 67.9%-37.5pp |
| Annual return | -8.40% | -13.81%+5.4pp | -12.16%+3.8pp | -7.84%-0.6pp |
| Employer contribution / active EE | $1,677 | $2,193-23.5% | $2,921-42.6% | $2,596-35.4% |
| Participant deferral / active EE | $3,466 | $3,627-4.4% | $4,564-24.1% | $4,027-13.9% |
| Admin fee / account holder | $50 | $5,896-99.2% | $8,445-99.4% | $5,403-99.1% |