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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,358 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $15,446 |
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 | $28,982 | $53,165-45.5% | $86,188-66.4% | $74,419-61.1% |
| Participation rate | 63.0% | 64.9%-1.9pp | 69.0%-6.0pp | 70.7%-7.8pp |
| Annual return | 19.25% | 22.64%-3.4pp | 1168.45%-1149.2pp | 34.38%-15.1pp |
| Employer contribution / active EE | $1,260 | $1,210+4.2% | $2,380-47.1% | $2,637-52.2% |
| Participant deferral / active EE | $1,907 | $3,234-41.0% | $3,985-52.1% | $4,528-57.9% |
| Admin fee / account holder | $61 | $551-88.9% | $6,852-99.1% | $348-82.4% |