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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,047 |
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 | $58,553 | $57,384+2.0% | $106,387-45.0% | $56,287+4.0% |
| Participation rate | 69.0% | 71.3%-2.3pp | 77.5%-8.4pp | 69.9%-0.8pp |
| Annual return | -3.94% | 5.91%-9.9pp | 0.25%-4.2pp | -9.96%+6.0pp |
| Employer contribution / active EE | $2,301 | $2,348-2.0% | $3,520-34.6% | $2,111+9.0% |
| Participant deferral / active EE | $4,487 | $3,799+18.1% | $5,421-17.2% | $3,350+34.0% |
| Admin fee / account holder | $40 | $566-93.0% | $7,510-99.5% | $521-92.4% |