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 | $894 |
Service code 37 · EIN 04-2647786 | Loan Processing | $175 |
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 | $43,097 | $60,165-28.4% | $74,183-41.9% | $55,167-21.9% |
| Participation rate | 67.9% | 74.2%-6.3pp | 76.6%-8.7pp | 69.0%-1.1pp |
| Annual return | 7.32% | 10.00%-2.7pp | 17.74%-10.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $2,113 | $1,600+32.1% | $2,370-10.8% | $1,963+7.7% |
| Participant deferral / active EE | $3,334 | $2,973+12.2% | $3,550-6.1% | $3,054+9.2% |
| Admin fee / account holder | $7 | $419-98.3% | $5,586-99.9% | $504-98.6% |