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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,407 |
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 | $21,809 | $34,934-37.6% | $56,411-61.3% | $74,495-70.7% |
| Participation rate | 32.6% | 32.8%-0.2pp | 52.5%-19.9pp | 67.2%-34.6pp |
| Annual return | 16.42% | 25.94%-9.5pp | 1701.33%-1684.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $888 | $609+45.8% | $1,039-14.5% | $2,623-66.2% |
| Participant deferral / active EE | $1,469 | $1,170+25.5% | $1,952-24.7% | $4,346-66.2% |
| Admin fee / account holder | $77 | $2,364-96.7% | $2,829-97.3% | $1,942-96.0% |