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 37 · EIN 23-1945930 | Loan Processing | $2,250 |
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 | $44,179 | $99,957-55.8% | $149,696-70.5% | $73,488-39.9% |
| Participation rate | 64.2% | 75.7%-11.5pp | 82.5%-18.3pp | 70.7%-6.5pp |
| Annual return | 27.24% | 53.87%-26.6pp | 276.60%-249.4pp | 28.51%-1.3pp |
| Employer contribution / active EE | $2,292 | $3,191-28.2% | $4,644-50.6% | $2,270+1.0% |
| Participant deferral / active EE | $4,889 | $6,073-19.5% | $6,842-28.5% | $3,740+30.7% |
| Admin fee / account holder | $13 | $551-97.6% | $9,309-99.9% | $513-97.4% |