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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,590 |
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 | $10,925 | $27,839-60.8% | $58,482-81.3% | $71,457-84.7% |
| Participation rate | 29.7% | 34.5%-4.9pp | 50.9%-21.2pp | 67.9%-38.2pp |
| Annual return | 29.14% | 26.81%+2.3pp | 4239.32%-4210.2pp | 28.85%+0.3pp |
| Employer contribution / active EE | $756 | $631+19.9% | $1,053-28.2% | $2,588-70.8% |
| Participant deferral / active EE | $1,129 | $1,206-6.4% | $1,924-41.3% | $4,289-73.7% |
| Admin fee / account holder | $8 | $1,641-99.5% | $2,516-99.7% | $1,587-99.5% |