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 | $601 |
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 | $39,366 | $50,199-21.6% | $70,092-43.8% | $66,914-41.2% |
| Participation rate | 32.7% | 66.3%-33.7pp | 70.5%-37.8pp | 69.8%-37.1pp |
| Annual return | -14.88% | -13.85%-1.0pp | 190.73%-205.6pp | 1.58%-16.5pp |
| Employer contribution / active EE | $858 | $1,864-54.0% | $2,559-66.5% | $2,544-66.3% |
| Participant deferral / active EE | $2,295 | $3,112-26.3% | $3,849-40.4% | $4,237-45.8% |
| Admin fee / account holder | $12 | $600-98.0% | $6,267-99.8% | $593-97.9% |