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.5 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $11,889 |
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 | $80,031 | $81,625-2.0% | $167,512-52.2% | $74,304+7.7% |
| Participation rate | 63.4% | 60.0%+3.3pp | 77.1%-13.7pp | 60.3%+3.0pp |
| Annual return | 18.38% | 26.09%-7.7pp | 1615.79%-1597.4pp | 29.43%-11.1pp |
| Employer contribution / active EE | $2,377 | $2,010+18.2% | $3,882-38.8% | $2,241+6.1% |
| Participant deferral / active EE | $4,084 | $4,115-0.8% | $6,405-36.2% | $3,767+8.4% |
| Admin fee / account holder | $84 | $3,474-97.6% | $9,769-99.1% | $2,969-97.2% |