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 | $2,506 |
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 | $14,261 | $44,473-67.9% | $76,523-81.4% | $55,725-74.4% |
| Participation rate | 15.6% | 51.0%-35.3pp | 68.0%-52.4pp | 70.9%-55.2pp |
| Annual return | 19.00% | -2.01%+21.0pp | -0.27%+19.3pp | 244.93%-225.9pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $728 | $1,988-63.4% | $3,835-81.0% | $3,356-78.3% |
| Admin fee / account holder | $59 | $134-56.3% | $4,848-98.8% | $115-49.2% |