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 9-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 | $2,889 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,101 | $73,102-73.9% | $123,544-84.5% | $56,287-66.1% |
| Participation rate | 52.2% | 74.3%-22.1pp | 82.3%-30.1pp | 69.9%-17.7pp |
| Annual return | 3.99% | 3.01%+1.0pp | 119.20%-115.2pp | -9.96%+14.0pp |
| Employer contribution / active EE | $2,139 | $2,977-28.1% | $4,628-53.8% | $2,111+1.3% |
| Participant deferral / active EE | $3,781 | $5,423-30.3% | $6,426-41.2% | $3,350+12.9% |
| Admin fee / account holder | $24 | $554-95.7% | $9,284-99.7% | $521-95.5% |