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.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,869 | $91,517-85.9% | $101,248-87.3% | $73,409-82.5% |
| Participation rate | 29.0% | 73.8%-44.8pp | 75.8%-46.8pp | 72.2%-43.2pp |
| Annual return | 23.72% | 17.17%+6.6pp | 46.47%-22.7pp | 59.29%-35.6pp |
| Employer contribution / active EE | $330 | $2,877-88.5% | $3,660-91.0% | $2,234-85.2% |
| Participant deferral / active EE | $1,439 | $3,338-56.9% | $4,370-67.1% | $3,805-62.2% |
| Admin fee / account holder | $7 | $216-96.6% | $5,945-99.9% | $158-95.4% |