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 Service code 15 · EIN 23-1945930 | Recordkeeping | $6,013 |
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 | $23,538 | $37,393-37.1% | $77,024-69.4% | $66,914-64.8% |
| Participation rate | 30.6% | 52.9%-22.3pp | 67.9%-37.3pp | 69.8%-39.2pp |
| Annual return | -16.72% | -3.29%-13.4pp | 42.32%-59.0pp | 1.58%-18.3pp |
| Employer contribution / active EE | $598 | $1,531-61.0% | $2,812-78.7% | $2,544-76.5% |
| Participant deferral / active EE | $1,390 | $2,617-46.9% | $4,426-68.6% | $4,237-67.2% |
| Admin fee / account holder | $178 | $567-68.6% | $5,425-96.7% | $593-70.0% |