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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,076 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,808 | $42,886-23.5% | $88,946-63.1% | $85,563-61.7% |
| Participation rate | 17.4% | 37.9%-20.5pp | 68.8%-51.4pp | 66.0%-48.5pp |
| Annual return | 9.53% | 44.56%-35.0pp | 57.82%-48.3pp | 31.51%-22.0pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,186 | $2,108-43.8% | $4,581-74.1% | $4,375-72.9% |
| Admin fee / account holder | $98 | $2,263-95.7% | $8,261-98.8% | $834-88.2% |