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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $880 |
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 | $97,547 | $56,357+73.1% | $104,294-6.5% | $68,494+42.4% |
| Participation rate | 45.0% | 63.3%-18.3pp | 73.3%-28.3pp | 67.9%-22.9pp |
| Annual return | -6.06% | -9.19%+3.1pp | 24.61%-30.7pp | -7.84%+1.8pp |
| Employer contribution / active EE | $1,299 | $1,960-33.7% | $3,372-61.5% | $2,596-50.0% |
| Participant deferral / active EE | $2,988 | $3,077-2.9% | $4,625-35.4% | $4,027-25.8% |
| Admin fee / account holder | $26 | $4,903-99.5% | $7,339-99.6% | $5,403-99.5% |