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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $286 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,443 | $225,748-98.0% | $136,294-96.7% | - |
| Participation rate | 2.4% | 69.2%-66.8pp | 81.9%-79.5pp | - |
| Annual return | 0.00% | 13.52%-13.5pp | 5155.94%-5155.9pp | - |
| Employer contribution / active EE | $0 | $3,134-100.0% | $4,695-100.0% | - |
| Participant deferral / active EE | $103 | $4,803-97.9% | $6,247-98.3% | - |
| Admin fee / account holder | $48 | $10,864-99.6% | $9,243-99.5% | - |