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 9-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 | $239,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,940 | $46,516+43.9% | $147,614-54.7% | $69,651-3.9% |
| Participation rate | 57.9% | 65.8%-7.9pp | 84.6%-26.7pp | 66.6%-8.7pp |
| Annual return | 0.99% | 9.48%-8.5pp | 61.98%-61.0pp | 53.77%-52.8pp |
| Employer contribution / active EE | $13 | $1,393-99.1% | $5,564-99.8% | $2,241-99.4% |
| Participant deferral / active EE | $4,188 | $2,719+54.0% | $4,895-14.4% | $3,635+15.2% |
| Admin fee / account holder | $28 | $45-37.2% | $11,611-99.8% | $63-55.5% |