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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,705 |
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 | $28,083 | $50,820-44.7% | $155,567-81.9% | $77,671-63.8% |
| Participation rate | 28.6% | 63.1%-34.5pp | 78.2%-49.6pp | 70.6%-42.0pp |
| Annual return | 16.42% | 34.85%-18.4pp | 64.74%-48.3pp | 31.21%-14.8pp |
| Employer contribution / active EE | $818 | $1,993-59.0% | $4,674-82.5% | $2,726-70.0% |
| Participant deferral / active EE | $1,865 | $2,823-33.9% | $5,628-66.9% | $4,648-59.9% |
| Admin fee / account holder | $11 | $436-97.5% | $15,916-99.9% | $430-97.5% |