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 | $50,815-3.7% | $155,509-68.5% | $77,643-36.9% |
| Participation rate | 23.8% | 63.1%-39.3pp | 78.2%-54.4pp | 70.6%-46.8pp |
| Annual return | 13.47% | 34.80%-21.3pp | 64.67%-51.2pp | 31.24%-17.8pp |
| Employer contribution / active EE | $791 | $1,993-60.3% | $4,672-83.1% | $2,726-71.0% |
| Participant deferral / active EE | $1,031 | $2,822-63.5% | $5,626-81.7% | $4,647-77.8% |
| Admin fee / account holder | $46 | $437-89.5% | $15,912-99.7% | $430-89.3% |