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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $15,012 | $31,679-52.6% | $74,701-79.9% | $65,185-77.0% |
| Participation rate | 31.8% | 40.4%-8.6pp | 54.5%-22.7pp | 70.2%-38.4pp |
| Annual return | 28.60% | 39.04%-10.4pp | 752.92%-724.3pp | 29.38%-0.8pp |
| Employer contribution / active EE | $689 | $566+21.7% | $1,084-36.4% | $2,177-68.4% |
| Participant deferral / active EE | $1,158 | $1,191-2.7% | $1,964-41.0% | $3,514-67.0% |
| Admin fee / account holder | $14 | $379-96.2% | $3,333-99.6% | $847-98.3% |