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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,368 |
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 | $53,468 | $73,102-26.9% | $123,544-56.7% | $56,287-5.0% |
| Participation rate | 63.4% | 74.3%-10.9pp | 82.3%-18.9pp | 69.9%-6.5pp |
| Annual return | -7.63% | 3.01%-10.6pp | 119.20%-126.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $1,482 | $2,977-50.2% | $4,628-68.0% | $2,111-29.8% |
| Participant deferral / active EE | $4,634 | $5,423-14.5% | $6,426-27.9% | $3,350+38.3% |
| Admin fee / account holder | $75 | $554-86.4% | $9,284-99.2% | $521-85.6% |