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 8-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $1,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,870 | $51,045-23.9% | $70,515-44.9% | $71,457-45.6% |
| Participation rate | 56.4% | 59.4%-3.0pp | 68.3%-11.9pp | 67.9%-11.5pp |
| Annual return | 23.76% | 42.63%-18.9pp | 32.77%-9.0pp | 28.85%-5.1pp |
| Employer contribution / active EE | $2,148 | $1,790+20.0% | $2,973-27.8% | $2,588-17.0% |
| Participant deferral / active EE | $3,984 | $3,026+31.6% | $4,567-12.8% | $4,289-7.1% |
| Admin fee / account holder | $60 | $1,994-97.0% | $6,412-99.1% | $1,587-96.2% |