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 5-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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,879 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $18,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,531 | $54,705+330.5% | $71,209+230.8% | $84,808+177.7% |
| Participation rate | 36.7% | 64.1%-27.3pp | 73.8%-37.0pp | 68.3%-31.6pp |
| Annual return | 15.01% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $5,895 | $2,158+173.2% | $2,721+116.6% | $2,631+124.0% |
| Participant deferral / active EE | $15,456 | $3,030+410.0% | $4,175+270.2% | $4,212+267.0% |
| Admin fee / account holder | $119 | $4,863-97.6% | $5,349-97.8% | $7,344-98.4% |