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 3-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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,275 |
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 | $23,103 | $53,345-56.7% | $121,098-80.9% | $74,419-69.0% |
| Participation rate | 48.6% | 60.0%-11.3pp | 69.5%-20.8pp | 70.7%-22.1pp |
| Annual return | 24.40% | 35.15%-10.8pp | 985.75%-961.3pp | 34.38%-10.0pp |
| Employer contribution / active EE | $1,056 | $1,898-44.4% | $4,164-74.6% | $2,637-59.9% |
| Participant deferral / active EE | $2,411 | $3,221-25.1% | $4,080-40.9% | $4,528-46.7% |
| Admin fee / account holder | $4 | $382-98.8% | $5,644-99.9% | $348-98.7% |