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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $186,306 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $174,366 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,530 | $89,808+123.3% | $100,391+99.7% | $77,643+158.3% |
| Participation rate | 67.3% | 81.2%-13.9pp | 81.5%-14.2pp | 70.6%-3.3pp |
| Annual return | 14.38% | 20.62%-6.2pp | 49.20%-34.8pp | 31.24%-16.9pp |
| Employer contribution / active EE | $989 | $3,039-67.4% | $3,942-74.9% | $2,726-63.7% |
| Participant deferral / active EE | $6,781 | $8,284-18.1% | $8,082-16.1% | $4,647+45.9% |
| Admin fee / account holder | $143 | $174-17.7% | $7,899-98.2% | $430-66.7% |