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 | $4,720 |
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 | $67,450 | $64,954+3.8% | $115,752-41.7% | $62,292+8.3% |
| Participation rate | 66.7% | 73.0%-6.3pp | 77.8%-11.1pp | 69.5%-2.8pp |
| Annual return | 16.49% | 24.87%-8.4pp | 19.41%-2.9pp | 28.90%-12.4pp |
| Employer contribution / active EE | $2,459 | $2,344+4.9% | $3,492-29.6% | $2,042+20.4% |
| Participant deferral / active EE | $4,465 | $3,665+21.8% | $5,204-14.2% | $3,169+40.9% |
| Admin fee / account holder | $37 | $414-90.9% | $6,278-99.4% | $479-92.2% |