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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $53,138 | $84,487-37.1% | $125,339-57.6% | $66,914-20.6% |
| Participation rate | 69.5% | 76.4%-6.9pp | 82.4%-12.8pp | 69.8%-0.3pp |
| Annual return | 32.39% | -8.39%+40.8pp | 572.05%-539.7pp | 1.58%+30.8pp |
| Employer contribution / active EE | $2,935 | $3,553-17.4% | $4,814-39.0% | $2,544+15.4% |
| Participant deferral / active EE | $5,744 | $6,781-15.3% | $7,446-22.9% | $4,237+35.6% |
| Admin fee / account holder | $13 | $685-98.2% | $10,010-99.9% | $593-97.9% |