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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,335 |
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 | $105,247 | $49,451+112.8% | $79,550+32.3% | $66,914+57.3% |
| Participation rate | 40.4% | 61.3%-20.9pp | 69.5%-29.1pp | 69.8%-29.4pp |
| Annual return | -16.06% | 84.25%-100.3pp | 0.16%-16.2pp | 1.58%-17.6pp |
| Employer contribution / active EE | $498 | $1,266-60.7% | $2,413-79.4% | $2,544-80.4% |
| Participant deferral / active EE | $2,917 | $3,159-7.6% | $3,985-26.8% | $4,237-31.2% |
| Admin fee / account holder | $103 | $595-82.7% | $6,832-98.5% | $593-82.7% |