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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $780 |
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 | $42,555 | $99,957-57.4% | $149,696-71.6% | $73,488-42.1% |
| Participation rate | 26.5% | 75.7%-49.2pp | 82.5%-56.0pp | 70.7%-44.2pp |
| Annual return | 20.72% | 53.87%-33.2pp | 276.60%-255.9pp | 28.51%-7.8pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,534 | $6,073-41.8% | $6,842-48.3% | $3,740-5.5% |
| Admin fee / account holder | $9 | $551-98.4% | $9,309-99.9% | $513-98.3% |