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 5-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 | $8,200 |
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 | $38,157 | $95,274-59.9% | $135,903-71.9% | $74,419-48.7% |
| Participation rate | 56.5% | 78.2%-21.7pp | 81.9%-25.4pp | 70.7%-14.2pp |
| Annual return | 30.39% | 32.77%-2.4pp | 68.23%-37.8pp | 34.38%-4.0pp |
| Employer contribution / active EE | $1,817 | $3,874-53.1% | $4,856-62.6% | $2,637-31.1% |
| Participant deferral / active EE | $4,152 | $7,782-46.7% | $7,758-46.5% | $4,528-8.3% |
| Admin fee / account holder | $39 | $266-85.3% | $10,762-99.6% | $348-88.7% |