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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,889 | $55,453-58.7% | $170,442-86.6% | $62,292-63.3% |
| Participation rate | 43.2% | 66.4%-23.2pp | 83.6%-40.4pp | 69.5%-26.3pp |
| Annual return | 13.79% | 21.38%-7.6pp | 205.93%-192.1pp | 28.90%-15.1pp |
| Employer contribution / active EE | $92 | $2,164-95.7% | $5,433-98.3% | $2,042-95.5% |
| Participant deferral / active EE | $807 | $2,303-64.9% | $4,939-83.7% | $3,169-74.5% |
| Admin fee / account holder | $120 | $455-73.6% | $13,880-99.1% | $479-74.9% |