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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,695 |
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 | $25,953 | $58,778-55.8% | $129,207-79.9% | $77,643-66.6% |
| Participation rate | 47.0% | 59.2%-12.2pp | 69.6%-22.6pp | 70.6%-23.5pp |
| Annual return | 25.52% | 24.73%+0.8pp | 9417.33%-9391.8pp | 31.24%-5.7pp |
| Employer contribution / active EE | $1,245 | $1,952-36.2% | $4,153-70.0% | $2,726-54.3% |
| Participant deferral / active EE | $2,660 | $3,212-17.2% | $4,168-36.2% | $4,647-42.8% |
| Admin fee / account holder | $5 | $589-99.2% | $7,715-99.9% | $430-98.9% |