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 | $74,661+7.2% | $160,784-50.2% | $67,986+17.7% |
| Participation rate | 63.4% | 57.1%+6.2pp | 77.0%-13.6pp | 57.2%+6.2pp |
| Annual return | 18.38% | 28.83%-10.5pp | 1803.92%-1785.5pp | 31.67%-13.3pp |
| Employer contribution / active EE | $2,377 | $1,829+30.0% | $3,733-36.3% | $2,019+17.8% |
| Participant deferral / active EE | $4,084 | $3,681+10.9% | $6,293-35.1% | $3,358+21.6% |
| Admin fee / account holder | $84 | $3,959-97.9% | $9,717-99.1% | $3,203-97.4% |