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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,599 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,853 | $34,677-31.2% | $77,024-69.0% | $64,808-63.2% |
| Participation rate | 18.6% | 49.8%-31.2pp | 67.9%-49.3pp | 71.5%-52.8pp |
| Annual return | -9.39% | -5.33%-4.1pp | 42.32%-51.7pp | 32.82%-42.2pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,336 | $2,556-47.7% | $4,426-69.8% | $4,310-69.0% |
| Admin fee / account holder | $21 | $179-88.0% | $5,425-99.6% | $188-88.6% |