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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $229,614 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $107,299 |
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 | $194,207 | $112,623+72.4% | $106,201+82.9% | $199,768-2.8% |
| Participation rate | 54.5% | 86.2%-31.7pp | 75.3%-20.7pp | 72.0%-17.5pp |
| Annual return | 13.62% | 15.57%-2.0pp | 116.26%-102.6pp | 34.26%-20.6pp |
| Employer contribution / active EE | $4,247 | $4,575-7.2% | $3,170+34.0% | $3,037+39.9% |
| Participant deferral / active EE | $6,105 | $6,659-8.3% | $5,012+21.8% | $5,090+20.0% |
| Admin fee / account holder | $106 | $107-1.0% | $11,039-99.0% | $269-60.6% |