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.3 years Filed as: VANGUARD Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $12,235 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,510 | $65,557-73.3% | $64,056-72.7% | $71,457-75.5% |
| Participation rate | 83.3% | 73.2%+10.2pp | 72.3%+11.0pp | 67.9%+15.4pp |
| Annual return | 18.50% | 18.94%-0.4pp | 33.69%-15.2pp | 28.85%-10.4pp |
| Employer contribution / active EE | $99 | $2,669-96.3% | $2,747-96.4% | $2,588-96.2% |
| Participant deferral / active EE | $2,789 | $3,626-23.1% | $3,880-28.1% | $4,289-35.0% |
| Admin fee / account holder | $68 | $616-88.9% | $3,068-97.8% | $1,587-95.7% |