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.7+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $12,515 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,042 | $176,056-30.1% | $159,436-22.8% | $167,490-26.5% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 13.61% | 331.75%-318.1pp | 263.57%-250.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $3,092 | $5,297-41.6% | $4,829-36.0% | $4,837-36.1% |
| Participant deferral / active EE | $9,418 | $7,750+21.5% | $7,352+28.1% | $6,341+48.5% |
| Admin fee / account holder | $13,223 | $12,554+5.3% | $10,799+22.5% | $12,309+7.4% |