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 9-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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,442 | $136,307-82.8% | $177,821-86.8% | $73,488-68.1% |
| Participation rate | 56.9% | 86.1%-29.2pp | 87.7%-30.8pp | 70.7%-13.8pp |
| Annual return | 18.61% | 18.68%-0.1pp | 48.32%-29.7pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,667 | $3,712-55.1% | $5,918-71.8% | $2,270-26.6% |
| Participant deferral / active EE | $3,657 | $5,829-37.3% | $7,714-52.6% | $3,740-2.2% |
| Admin fee / account holder | $19 | $596-96.8% | $12,427-99.8% | $513-96.3% |