See peer percentile detail. $4.99 for your first 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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $210,309 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $153,163 |
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 | $182,109 | $103,918+75.2% | $94,646+92.4% | $80,160+127.2% |
| Participation rate | 69.0% | 85.8%-16.8pp | 80.8%-11.8pp | 72.9%-3.9pp |
| Annual return | 18.28% | 27.77%-9.5pp | 156.71%-138.4pp | 40.38%-22.1pp |
| Employer contribution / active EE | $974 | $3,539-72.5% | $3,672-73.5% | $2,978-67.3% |
| Participant deferral / active EE | $6,464 | $9,528-32.2% | $7,418-12.9% | $5,017+28.8% |
| Admin fee / account holder | $114 | $96+18.1% | $7,231-98.4% | $145-21.4% |