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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $15,391 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,502 |
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 | $57,677 | $59,402-2.9% | $93,654-38.4% | $74,546-22.6% |
| Participation rate | 28.7% | 59.7%-31.0pp | 68.7%-40.0pp | 67.2%-38.5pp |
| Annual return | 12.54% | 81.86%-69.3pp | 133.34%-120.8pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $1,458 | $1,265+15.3% | $2,421-39.8% | $2,624-44.4% |
| Participant deferral / active EE | $2,373 | $3,049-22.2% | $4,413-46.2% | $4,347-45.4% |
| Admin fee / account holder | $120 | $3,023-96.0% | $8,282-98.6% | $1,944-93.8% |