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 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 | $2,734 |
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 | $13,912 | $38,969-64.3% | $109,313-87.3% | $55,167-74.8% |
| Participation rate | 33.3% | 58.2%-24.9pp | 71.3%-37.9pp | 69.0%-35.7pp |
| Annual return | 21.60% | 8.26%+13.3pp | 22.07%-0.5pp | 169.23%-147.6pp |
| Employer contribution / active EE | $392 | $1,227-68.1% | $3,892-89.9% | $1,963-80.0% |
| Participant deferral / active EE | $1,153 | $2,176-47.0% | $3,166-63.6% | $3,054-62.2% |
| Admin fee / account holder | $43 | $501-91.5% | $5,666-99.2% | $504-91.5% |