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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,319 | $89,355-49.3% | $141,162-67.9% | $72,985-37.9% |
| Participation rate | 69.7% | 75.1%-5.5pp | 82.5%-12.8pp | 69.5%+0.2pp |
| Annual return | 20.53% | 111.85%-91.3pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,301 | $3,114-26.1% | $4,735-51.4% | $2,440-5.7% |
| Participant deferral / active EE | $5,048 | $5,418-6.8% | $6,709-24.8% | $3,607+39.9% |
| Admin fee / account holder | $11 | $5,958-99.8% | $10,261-99.9% | $5,124-99.8% |