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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,500 |
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 | $23,401 | $35,986-35.0% | $77,482-69.8% | $73,488-68.2% |
| Participation rate | 32.8% | 40.8%-8.0pp | 54.2%-21.3pp | 70.7%-37.8pp |
| Annual return | 21.38% | 19.26%+2.1pp | 54.79%-33.4pp | 28.51%-7.1pp |
| Employer contribution / active EE | $778 | $557+39.6% | $986-21.1% | $2,270-65.7% |
| Participant deferral / active EE | $1,318 | $1,198+10.0% | $1,861-29.2% | $3,740-64.8% |
| Admin fee / account holder | $9 | $466-98.0% | $2,858-99.7% | $513-98.2% |