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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,839 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $11,667 |
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 | $27,526 | $50,956-46.0% | $96,562-71.5% | $86,799-68.3% |
| Participation rate | 54.0% | 65.2%-11.2pp | 69.8%-15.8pp | 72.3%-18.3pp |
| Annual return | 15.71% | 21.27%-5.6pp | 37.78%-22.1pp | 97.91%-82.2pp |
| Employer contribution / active EE | $1,058 | $1,111-4.7% | $2,356-55.1% | $2,405-56.0% |
| Participant deferral / active EE | $1,498 | $2,954-49.3% | $3,849-61.1% | $4,131-63.7% |
| Admin fee / account holder | $40 | $166-76.0% | $6,181-99.4% | $170-76.5% |