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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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 year Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $111,546 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,833 | $122,259-66.6% | $147,005-72.2% | $199,768-79.6% |
| Participation rate | 53.3% | 78.3%-25.0pp | 82.2%-28.8pp | 72.0%-18.7pp |
| Annual return | 14.61% | 30.58%-16.0pp | 418.76%-404.1pp | 34.26%-19.6pp |
| Employer contribution / active EE | $826 | $4,097-79.8% | $4,934-83.3% | $3,037-72.8% |
| Participant deferral / active EE | $2,335 | $8,504-72.5% | $8,070-71.1% | $5,090-54.1% |
| Admin fee / account holder | $116 | $179-34.9% | $13,006-99.1% | $269-56.7% |