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 | $13,871 |
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 | $127,907 | $71,192+79.7% | $117,854+8.5% | $62,292+105.3% |
| Participation rate | 43.3% | 74.2%-30.9pp | 79.7%-36.3pp | 69.5%-26.2pp |
| Annual return | 18.82% | 18.66%+0.2pp | 335.08%-316.3pp | 28.90%-10.1pp |
| Employer contribution / active EE | $569 | $1,934-70.6% | $3,786-85.0% | $2,042-72.1% |
| Participant deferral / active EE | $3,312 | $3,189+3.9% | $4,482-26.1% | $3,169+4.5% |
| Admin fee / account holder | $48 | $587-91.7% | $8,020-99.4% | $479-89.9% |