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 | $4,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,710 | $65,435-62.2% | $86,677-71.5% | $66,914-63.1% |
| Participation rate | 48.1% | 75.5%-27.3pp | 76.6%-28.5pp | 69.8%-21.7pp |
| Annual return | 0.00% | -10.89%+10.9pp | 35.91%-35.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $810 | $2,153-62.4% | $2,836-71.4% | $2,544-68.1% |
| Participant deferral / active EE | $1,908 | $4,100-53.5% | $4,656-59.0% | $4,237-55.0% |
| Admin fee / account holder | $57 | $642-91.1% | $7,493-99.2% | $593-90.4% |