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.3 years Filed as: THE VANGUARD GROUP,INC. Service code 13 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Contract Administrator | $12,090 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,918 | $104,475-42.6% | $159,436-62.4% | $79,386-24.5% |
| Participation rate | 70.7% | 76.6%-5.9pp | 82.8%-12.1pp | 70.7%0pp |
| Annual return | 17.31% | 67.95%-50.6pp | 263.57%-246.3pp | 116.85%-99.5pp |
| Employer contribution / active EE | $1,001 | $3,417-70.7% | $4,829-79.3% | $2,427-58.8% |
| Participant deferral / active EE | $3,635 | $6,467-43.8% | $7,352-50.6% | $4,046-10.2% |
| Admin fee / account holder | $81 | $711-88.6% | $10,799-99.2% | $626-87.1% |