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 37 · EIN 23-1945930 | Loan Processing | $8,344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,987 | $63,924-31.2% | $108,579-59.5% | $55,167-20.3% |
| Participation rate | 55.7% | 74.3%-18.6pp | 79.6%-23.8pp | 69.0%-13.3pp |
| Annual return | -0.00% | 15.31%-15.3pp | -51.70%+51.7pp | 169.23%-169.2pp |
| Employer contribution / active EE | $660 | $1,879-64.9% | $3,758-82.4% | $1,963-66.4% |
| Participant deferral / active EE | $1,834 | $3,067-40.2% | $4,311-57.5% | $3,054-40.0% |
| Admin fee / account holder | $102 | $618-83.5% | $7,645-98.7% | $504-79.8% |