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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,949 |
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 | $51,734 | $62,324-17.0% | $68,509-24.5% | $55,191-6.3% |
| Participation rate | 56.0% | 78.9%-22.9pp | 74.7%-18.8pp | 69.2%-13.2pp |
| Annual return | 1.07% | 4.26%-3.2pp | 8.27%-7.2pp | 10.78%-9.7pp |
| Employer contribution / active EE | $542 | $2,223-75.6% | $2,278-76.2% | $1,899-71.5% |
| Participant deferral / active EE | $1,661 | $3,425-51.5% | $3,382-50.9% | $3,046-45.5% |
| Admin fee / account holder | $39 | $91-57.6% | $5,275-99.3% | $91-57.3% |