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.
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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 Service code 15 · EIN 23-1945930 | Recordkeeping | $222,952 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $148,159 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,004 | $87,621+74.6% | $86,436+77.0% | $77,904+96.4% |
| Participation rate | 66.5% | 85.8%-19.3pp | 80.3%-13.8pp | 73.7%-7.2pp |
| Annual return | -15.92% | -13.90%-2.0pp | 4394.89%-4410.8pp | 12.21%-28.1pp |
| Employer contribution / active EE | $901 | $3,474-74.1% | $3,769-76.1% | $2,848-68.4% |
| Participant deferral / active EE | $5,696 | $8,645-34.1% | $6,952-18.1% | $4,806+18.5% |
| Admin fee / account holder | $115 | $85+35.8% | $6,731-98.3% | $133-13.3% |