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 GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,913 |
Participant 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 | $9,214 | $63,442-85.5% | $68,791-86.6% | $66,914-86.2% |
| Participation rate | 97.2% | 60.0%+37.2pp | 69.0%+28.2pp | 69.8%+27.4pp |
| Annual return | -15.82% | -8.29%-7.5pp | -6.38%-9.4pp | 1.58%-17.4pp |
| Employer contribution / active EE | $4,063 | $1,775+128.9% | $2,655+53.0% | $2,544+59.7% |
| Participant deferral / active EE | $278 | $2,945-90.6% | $3,941-92.9% | $4,237-93.4% |
| Admin fee / account holder | $6 | $577-98.9% | $4,932-99.9% | $593-99.0% |