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.4+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $2,346 |
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 | $11,152 | $51,045-78.2% | $70,515-84.2% | $71,457-84.4% |
| Participation rate | 96.2% | 59.4%+36.8pp | 68.3%+27.8pp | 67.9%+28.3pp |
| Annual return | 18.07% | 42.63%-24.6pp | 32.77%-14.7pp | 28.85%-10.8pp |
| Employer contribution / active EE | $4,200 | $1,790+134.6% | $2,973+41.3% | $2,588+62.3% |
| Participant deferral / active EE | $401 | $3,026-86.7% | $4,567-91.2% | $4,289-90.6% |
| Admin fee / account holder | $7 | $1,994-99.7% | $6,412-99.9% | $1,587-99.6% |