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 9-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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,526 |
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 | $48,959 | $50,820-3.7% | $155,567-68.5% | $77,671-37.0% |
| Participation rate | 23.8% | 63.1%-39.3pp | 78.2%-54.4pp | 70.6%-46.8pp |
| Annual return | 13.47% | 34.85%-21.4pp | 64.74%-51.3pp | 31.21%-17.7pp |
| Employer contribution / active EE | $791 | $1,993-60.3% | $4,674-83.1% | $2,726-71.0% |
| Participant deferral / active EE | $1,031 | $2,823-63.5% | $5,628-81.7% | $4,648-77.8% |
| Admin fee / account holder | $46 | $436-89.4% | $15,916-99.7% | $430-89.3% |