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.2 years Service code 50 · EIN 23-1945930 | Direct Payment | $1,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,111 | $61,156-62.2% | $185,823-87.6% | $79,386-70.9% |
| Participation rate | 63.2% | 66.6%-3.4pp | 81.7%-18.5pp | 70.7%-7.5pp |
| Annual return | 28.11% | 19.45%+8.7pp | 122.05%-93.9pp | 116.85%-88.7pp |
| Employer contribution / active EE | $1,154 | $2,321-50.3% | $5,167-77.7% | $2,427-52.5% |
| Participant deferral / active EE | $3,110 | $2,789+11.5% | $5,568-44.1% | $4,046-23.1% |
| Admin fee / account holder | $11 | $710-98.5% | $16,237-99.9% | $626-98.3% |