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 7-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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $754 |
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 | $13,229 | $26,549-50.2% | $61,373-78.4% | $66,914-80.2% |
| Participation rate | 18.9% | 38.1%-19.2pp | 52.6%-33.7pp | 69.8%-50.9pp |
| Annual return | -17.47% | -16.21%-1.3pp | 338.61%-356.1pp | 1.58%-19.0pp |
| Employer contribution / active EE | $345 | $651-47.0% | $1,159-70.2% | $2,544-86.4% |
| Participant deferral / active EE | $643 | $1,338-51.9% | $2,125-69.7% | $4,237-84.8% |
| Admin fee / account holder | $22 | $409-94.7% | $2,130-99.0% | $593-96.4% |