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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,115 |
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 | $22,941 | $57,541-60.1% | $95,745-76.0% | $75,163-69.5% |
| Participation rate | 54.1% | 62.5%-8.4pp | 72.3%-18.1pp | 67.2%-13.1pp |
| Annual return | 23.97% | 34.93%-11.0pp | 28.35%-4.4pp | 160.62%-136.6pp |
| Employer contribution / active EE | $2,077 | $1,808+14.9% | $2,835-26.7% | $2,670-22.2% |
| Participant deferral / active EE | $4,060 | $3,074+32.1% | $4,245-4.3% | $4,125-1.6% |
| Admin fee / account holder | $23 | $4,099-99.4% | $5,678-99.6% | $5,651-99.6% |