See peer percentile detail. $4.99 for your first month.
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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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,223 | $57,103-64.6% | $87,507-76.9% | $57,658-64.9% |
| Participation rate | 29.1% | 64.3%-35.3pp | 73.8%-44.8pp | 70.2%-41.2pp |
| Annual return | 54.02% | 12.71%+41.3pp | 12.21%+41.8pp | 5.13%+48.9pp |
| Employer contribution / active EE | $9 | $1,107-99.2% | $2,550-99.6% | $1,974-99.5% |
| Participant deferral / active EE | $2,826 | $2,250+25.6% | $3,149-10.3% | $3,061-7.7% |
| Admin fee / account holder | $4 | $281-98.6% | $4,221-99.9% | $95-95.9% |