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 4-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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,215 |
THE INVESTMENT CENTER INC2 years Service code 27 1525 OREGON PIKE · LANCASTER, PA 17601 | Advisory (Plan) | $38,500 |
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 | $67,943 | $66,457+2.2% | $81,382-16.5% | $77,643-12.5% |
| Participation rate | 65.5% | 68.7%-3.2pp | 69.5%-4.0pp | 70.6%-5.1pp |
| Annual return | 14.42% | 15.93%-1.5pp | 24.73%-10.3pp | 31.24%-16.8pp |
| Employer contribution / active EE | $2,325 | $2,159+7.7% | $2,463-5.6% | $2,726-14.7% |
| Participant deferral / active EE | $3,855 | $3,679+4.8% | $3,883-0.7% | $4,647-17.0% |
| Admin fee / account holder | $162 | $583-72.2% | $5,768-97.2% | $430-62.4% |