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 | $1,530 |
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 | $58,942 | $84,948-30.6% | $70,449-16.3% | $73,409-19.7% |
| Participation rate | 64.8% | 79.9%-15.1pp | 75.1%-10.2pp | 72.2%-7.3pp |
| Annual return | 20.73% | 13.39%+7.3pp | 109.03%-88.3pp | 59.29%-38.6pp |
| Employer contribution / active EE | $2,163 | $2,834-23.7% | $2,737-21.0% | $2,234-3.2% |
| Participant deferral / active EE | $4,758 | $3,387+40.5% | $3,709+28.3% | $3,805+25.0% |
| Admin fee / account holder | $7 | $98-92.5% | $3,845-99.8% | $158-95.3% |