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 3-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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,612 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,617 | $101,317-68.8% | $146,958-78.5% | $74,495-57.6% |
| Participation rate | 63.7% | 75.5%-11.8pp | 82.2%-18.4pp | 67.2%-3.5pp |
| Annual return | 23.19% | 8730.91%-8707.7pp | 418.34%-395.1pp | 1364.94%-1341.8pp |
| Employer contribution / active EE | $2,259 | $3,810-40.7% | $4,933-54.2% | $2,623-13.9% |
| Participant deferral / active EE | $5,044 | $7,303-30.9% | $8,070-37.5% | $4,346+16.1% |
| Admin fee / account holder | $15 | $1,739-99.1% | $12,998-99.9% | $1,942-99.2% |