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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,225 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $12,198 |
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 | $24,397 | $42,353-42.4% | $79,550-69.3% | $64,808-62.4% |
| Participation rate | 60.2% | 64.8%-4.6pp | 69.5%-9.3pp | 71.5%-11.3pp |
| Annual return | -17.62% | -12.24%-5.4pp | 0.16%-17.8pp | 32.82%-50.4pp |
| Employer contribution / active EE | $1,204 | $1,181+2.0% | $2,413-50.1% | $2,506-51.9% |
| Participant deferral / active EE | $1,792 | $3,170-43.5% | $3,985-55.0% | $4,310-58.4% |
| Admin fee / account holder | $57 | $160-64.4% | $6,832-99.2% | $188-69.7% |