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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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,893 | $71,516-47.0% | $98,439-61.5% | $71,457-47.0% |
| Participation rate | 41.0% | 72.7%-31.7pp | 75.2%-34.2pp | 67.9%-27.0pp |
| Annual return | 16.85% | 32.41%-15.6pp | 21.16%-4.3pp | 28.85%-12.0pp |
| Employer contribution / active EE | $986 | $2,399-58.9% | $3,048-67.7% | $2,588-61.9% |
| Participant deferral / active EE | $2,147 | $4,109-47.7% | $4,738-54.7% | $4,289-49.9% |
| Admin fee / account holder | $109 | $1,675-93.5% | $8,948-98.8% | $1,587-93.1% |