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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $585 |
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 | $23,744 | $52,406-54.7% | $129,207-81.6% | $74,495-68.1% |
| Participation rate | 46.6% | 53.8%-7.2pp | 69.6%-23.0pp | 67.2%-20.6pp |
| Annual return | 18.55% | 15.66%+2.9pp | 9417.33%-9398.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $1,108 | $1,531-27.6% | $4,153-73.3% | $2,623-57.7% |
| Participant deferral / active EE | $2,192 | $2,794-21.6% | $4,168-47.4% | $4,346-49.6% |
| Admin fee / account holder | $4 | $2,633-99.9% | $7,715-100.0% | $1,942-99.8% |