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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,332 |
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 | $133,804 | $59,263+125.8% | $96,562+38.6% | $79,386+68.5% |
| Participation rate | 40.4% | 61.9%-21.5pp | 69.8%-29.4pp | 70.7%-30.3pp |
| Annual return | 13.39% | 27.07%-13.7pp | 37.78%-24.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $453 | $1,216-62.7% | $2,356-80.8% | $2,427-81.3% |
| Participant deferral / active EE | $2,514 | $2,948-14.7% | $3,849-34.7% | $4,046-37.9% |
| Admin fee / account holder | $95 | $658-85.6% | $6,181-98.5% | $626-84.9% |