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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,420 | $36,767+29.0% | $81,478-41.8% | $62,292-23.9% |
| Participation rate | 19.2% | 54.4%-35.2pp | 68.0%-48.8pp | 69.5%-50.3pp |
| Annual return | 16.22% | 173.80%-157.6pp | 38.78%-22.6pp | 28.90%-12.7pp |
| Employer contribution / active EE | $776 | $1,128-31.3% | $2,568-69.8% | $2,042-62.0% |
| Participant deferral / active EE | $1,540 | $2,111-27.1% | $3,537-56.5% | $3,169-51.4% |
| Admin fee / account holder | $32 | $797-96.0% | $4,561-99.3% | $479-93.3% |