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 | $8,868 |
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.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,501 | $98,982-60.1% | $162,163-75.6% | $65,185-39.4% |
| Participation rate | 36.3% | 85.8%-49.5pp | 87.6%-51.3pp | 70.2%-33.9pp |
| Annual return | 22.81% | 24.84%-2.0pp | 115.59%-92.8pp | 29.38%-6.6pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,536 | $5,384-52.9% | $7,298-65.3% | $3,514-27.8% |
| Admin fee / account holder | $214 | $596-64.2% | $10,843-98.0% | $847-74.8% |