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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $61,985 | $54,320+14.1% | $67,652-8.4% | $52,331+18.4% |
| Participation rate | 62.2% | 73.6%-11.4pp | 75.7%-13.5pp | 68.1%-5.9pp |
| Annual return | 2.95% | 6.81%-3.9pp | 6625.04%-6622.1pp | 4.54%-1.6pp |
| Employer contribution / active EE | $3,039 | $1,544+96.8% | $2,266+34.1% | $1,882+61.5% |
| Participant deferral / active EE | $4,708 | $2,950+59.6% | $3,560+32.2% | $3,022+55.8% |
| Admin fee / account holder | $37 | $527-93.0% | $4,821-99.2% | $592-93.8% |