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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,089 |
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 | $136,149 | $86,332+57.7% | $125,175+8.8% | $65,185+108.9% |
| Participation rate | 37.8% | 75.3%-37.5pp | 79.8%-42.0pp | 70.2%-32.4pp |
| Annual return | 22.25% | 27.43%-5.2pp | 43.79%-21.5pp | 29.38%-7.1pp |
| Employer contribution / active EE | $604 | $2,040-70.4% | $3,865-84.4% | $2,177-72.2% |
| Participant deferral / active EE | $3,252 | $3,537-8.1% | $4,937-34.1% | $3,514-7.4% |
| Admin fee / account holder | $54 | $609-91.2% | $9,702-99.4% | $847-93.7% |