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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,603 |
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 | $112,743 | $62,624+80.0% | $177,989-36.7% | $77,643+45.2% |
| Participation rate | 69.1% | 66.8%+2.3pp | 77.1%-7.9pp | 70.6%-1.4pp |
| Annual return | 14.88% | 16.16%-1.3pp | 294.48%-279.6pp | 31.24%-16.4pp |
| Employer contribution / active EE | $2,798 | $1,909+46.6% | $3,949-29.1% | $2,726+2.6% |
| Participant deferral / active EE | $7,720 | $4,219+83.0% | $6,276+23.0% | $4,647+66.1% |
| Admin fee / account holder | $57 | $386-85.2% | $10,363-99.4% | $430-86.7% |