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.9+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $10,713 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $123,417 | $148,534-16.9% | $135,903-9.2% | $139,434-11.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 17.85% | 79.19%-61.3pp | 68.23%-50.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $880 | $5,243-83.2% | $4,856-81.9% | $4,751-81.5% |
| Participant deferral / active EE | $5,155 | $8,100-36.4% | $7,758-33.6% | $6,710-23.2% |
| Admin fee / account holder | $10,841 | $12,400-12.6% | $10,762+0.7% | $11,403-4.9% |