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 6-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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $1,005 | $46,722-97.8% | $130,648-99.2% | $65,185-98.5% |
| Participation rate | 60.7% | 60.9%-0.2pp | 71.7%-11.0pp | 70.2%-9.5pp |
| Annual return | 0.00% | 24.17%-24.2pp | 1708.96%-1709.0pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $856 | $2,545-66.4% | $3,603-76.2% | $3,514-75.6% |
| Admin fee / account holder | $23 | $453-94.9% | $5,464-99.6% | $847-97.3% |