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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,402 |
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.
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 | $16,460 | $45,602-63.9% | $117,472-86.0% | $66,914-75.4% |
| Participation rate | 67.9% | 57.6%+10.3pp | 70.6%-2.7pp | 69.8%-1.9pp |
| Annual return | -13.16% | -16.74%+3.6pp | 29.74%-42.9pp | 1.58%-14.7pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,176-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $973 | $2,845-65.8% | $4,070-76.1% | $4,237-77.0% |
| Admin fee / account holder | $50 | $661-92.4% | $5,645-99.1% | $593-91.5% |