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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,685 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $0 | $91,407-100.0% | $135,903-100.0% | $71,457-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 81.9%-81.9pp | 67.9%-67.9pp |
| Annual return | 22.37% | 29.90%-7.5pp | 68.23%-45.9pp | 28.85%-6.5pp |
| Employer contribution / active EE | $2,922 | $3,703-21.1% | $4,856-39.8% | $2,588+12.9% |
| Participant deferral / active EE | $6,368 | $7,092-10.2% | $7,758-17.9% | $4,289+48.5% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |