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 | $1,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,088 | $44,425-70.5% | $67,834-80.7% | $55,167-76.3% |
| Participation rate | 50.4% | 59.7%-9.3pp | 68.8%-18.4pp | 69.0%-18.6pp |
| Annual return | 25.72% | 17.80%+7.9pp | 138.47%-112.8pp | 169.23%-143.5pp |
| Employer contribution / active EE | $1,181 | $1,351-12.6% | $2,403-50.9% | $1,963-39.8% |
| Participant deferral / active EE | $2,006 | $2,166-7.4% | $3,160-36.5% | $3,054-34.3% |
| Admin fee / account holder | $16 | $530-97.0% | $4,622-99.7% | $504-96.9% |