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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,146 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $4,507 | $54,121-91.7% | $134,143-96.6% | $73,409-93.9% |
| Participation rate | 23.6% | 64.4%-40.8pp | 72.2%-48.6pp | 72.2%-48.6pp |
| Annual return | 295.63% | -312.52%+608.2pp | 36.33%+259.3pp | 59.29%+236.3pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $3,704-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $527 | $2,844-81.5% | $3,499-84.9% | $3,805-86.2% |
| Admin fee / account holder | $99 | $132-25.4% | $6,684-98.5% | $158-37.5% |