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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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,804 |
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 | $51,157 | $89,652-42.9% | $141,162-63.8% | $65,185-21.5% |
| Participation rate | 65.8% | 74.7%-8.9pp | 82.5%-16.6pp | 70.2%-4.4pp |
| Annual return | 26.78% | 32.79%-6.0pp | 71.39%-44.6pp | 29.38%-2.6pp |
| Employer contribution / active EE | $789 | $3,065-74.3% | $4,735-83.3% | $2,177-63.8% |
| Participant deferral / active EE | $6,611 | $5,691+16.2% | $6,709-1.5% | $3,514+88.2% |
| Admin fee / account holder | $20 | $569-96.4% | $10,261-99.8% | $847-97.6% |