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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,995 |
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 | $29,470 | $65,241-54.8% | $126,539-76.7% | $85,563-65.6% |
| Participation rate | 46.7% | 48.6%-1.9pp | 69.8%-23.1pp | 66.0%-19.2pp |
| Annual return | 22.29% | 42.19%-19.9pp | 425.95%-403.7pp | 31.51%-9.2pp |
| Employer contribution / active EE | $1,196 | $1,937-38.3% | $3,674-67.5% | $2,654-54.9% |
| Participant deferral / active EE | $2,371 | $3,032-21.8% | $4,083-41.9% | $4,375-45.8% |
| Admin fee / account holder | $7 | $1,031-99.3% | $6,065-99.9% | $834-99.2% |