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 | $6,873 |
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 | $75,996 | $80,753-5.9% | $136,294-44.2% | $62,292+22.0% |
| Participation rate | 69.7% | 73.5%-3.9pp | 81.9%-12.3pp | 69.5%+0.1pp |
| Annual return | 24.69% | 35.83%-11.1pp | 5155.94%-5131.2pp | 28.90%-4.2pp |
| Employer contribution / active EE | $1,665 | $2,884-42.3% | $4,695-64.5% | $2,042-18.5% |
| Participant deferral / active EE | $5,118 | $5,164-0.9% | $6,247-18.1% | $3,169+61.5% |
| Admin fee / account holder | $44 | $525-91.6% | $9,243-99.5% | $479-90.8% |