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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,561 | $41,854-41.3% | $73,843-66.7% | $52,331-53.1% |
| Participation rate | 66.0% | 66.2%-0.2pp | 73.4%-7.4pp | 68.1%-2.1pp |
| Annual return | 10.36% | 2.11%+8.2pp | 2267.84%-2257.5pp | 4.54%+5.8pp |
| Employer contribution / active EE | $1,144 | $1,920-40.4% | $2,787-59.0% | $1,882-39.2% |
| Participant deferral / active EE | $2,485 | $2,498-0.5% | $3,583-30.6% | $3,022-17.8% |
| Admin fee / account holder | $91 | $493-81.6% | $4,880-98.1% | $592-84.7% |