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 9-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 15 · EIN 23-1945930 | Recordkeeping | $870 |
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.
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 | $8,013 | $31,388-74.5% | $73,545-89.1% | $62,292-87.1% |
| Participation rate | 36.4% | 39.9%-3.5pp | 54.9%-18.6pp | 69.5%-33.2pp |
| Annual return | 43.39% | 25.34%+18.0pp | -15.16%+58.5pp | 28.90%+14.5pp |
| Employer contribution / active EE | $802 | $498+61.1% | $1,219-34.2% | $2,042-60.7% |
| Participant deferral / active EE | $1,267 | $1,028+23.2% | $1,806-29.9% | $3,169-60.0% |
| Admin fee / account holder | $18 | $299-93.9% | $2,320-99.2% | $479-96.2% |