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.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $720 |
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 | $24,805 | $51,769-52.1% | $57,343-56.7% | $52,331-52.6% |
| Participation rate | 55.4% | 75.2%-19.8pp | 75.1%-19.7pp | 68.1%-12.7pp |
| Annual return | 23.68% | 2.43%+21.3pp | 24.39%-0.7pp | 4.54%+19.1pp |
| Employer contribution / active EE | $1,615 | $2,335-30.8% | $2,689-39.9% | $1,882-14.2% |
| Participant deferral / active EE | $3,616 | $2,794+29.4% | $3,162+14.3% | $3,022+19.6% |
| Admin fee / account holder | $7 | $295-97.5% | $3,356-99.8% | $592-98.8% |