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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,480 |
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 | $106,547 | $99,078+7.5% | $96,544+10.4% | $74,419+43.2% |
| Participation rate | 67.5% | 80.7%-13.1pp | 76.0%-8.4pp | 70.7%-3.2pp |
| Annual return | 23.32% | 22.48%+0.8pp | 25.84%-2.5pp | 34.38%-11.1pp |
| Employer contribution / active EE | $2,365 | $2,570-8.0% | $2,965-20.2% | $2,637-10.3% |
| Participant deferral / active EE | $5,022 | $4,933+1.8% | $4,851+3.5% | $4,528+10.9% |
| Admin fee / account holder | $4 | $225-98.2% | $8,252-100.0% | $348-98.9% |