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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,718 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,598 | $64,286-58.6% | $90,951-70.8% | $73,409-63.8% |
| Participation rate | 44.3% | 63.6%-19.2pp | 69.0%-24.7pp | 72.2%-27.8pp |
| Annual return | 19.99% | 21.45%-1.5pp | 134.60%-114.6pp | 59.29%-39.3pp |
| Employer contribution / active EE | $806 | $895-9.9% | $2,122-62.0% | $2,234-63.9% |
| Participant deferral / active EE | $1,080 | $2,453-56.0% | $3,373-68.0% | $3,805-71.6% |
| Admin fee / account holder | $45 | $287-84.2% | $5,959-99.2% | $158-71.2% |