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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,707 |
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.
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 | $15,969 | $38,365-58.4% | $84,611-81.1% | $65,185-75.5% |
| Participation rate | 40.3% | 55.7%-15.3pp | 68.2%-27.9pp | 70.2%-29.9pp |
| Annual return | 3.59% | 32.00%-28.4pp | 258.74%-255.2pp | 29.38%-25.8pp |
| Employer contribution / active EE | $875 | $1,258-30.5% | $2,652-67.0% | $2,177-59.8% |
| Participant deferral / active EE | $1,838 | $2,278-19.3% | $3,899-52.9% | $3,514-47.7% |
| Admin fee / account holder | $25 | $451-94.4% | $4,912-99.5% | $847-97.0% |