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.1 year Filed as: THE VANUGARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,379 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $317 |
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 | $164,153 | $80,138+104.8% | $130,231+26.0% | $71,457+129.7% |
| Participation rate | 31.0% | 71.0%-40.0pp | 76.3%-45.2pp | 67.9%-36.9pp |
| Annual return | 18.71% | 16.81%+1.9pp | 38.77%-20.1pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,928 | $2,834-32.0% | $4,126-53.3% | $2,588-25.5% |
| Participant deferral / active EE | $2,853 | $4,641-38.5% | $6,799-58.0% | $4,289-33.5% |
| Admin fee / account holder | $25 | $1,035-97.6% | $6,020-99.6% | $1,587-98.4% |