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 | $8,331 |
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 | $39,588 | $55,415-28.6% | $155,509-74.5% | $74,495-46.9% |
| Participation rate | 66.7% | 61.9%+4.8pp | 78.2%-11.5pp | 67.2%-0.5pp |
| Annual return | 40.72% | 268.50%-227.8pp | 64.67%-23.9pp | 1364.94%-1324.2pp |
| Employer contribution / active EE | $1,493 | $2,267-34.1% | $4,672-68.0% | $2,623-43.1% |
| Participant deferral / active EE | $3,752 | $2,836+32.3% | $5,626-33.3% | $4,346-13.7% |
| Admin fee / account holder | $73 | $1,738-95.8% | $15,912-99.5% | $1,942-96.3% |