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 8-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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $704 |
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 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 | $19,848 | $63,114-68.6% | $92,893-78.6% | $65,185-69.6% |
| Participation rate | 27.7% | 68.8%-41.0pp | 76.0%-48.3pp | 70.2%-42.5pp |
| Annual return | 52.57% | 28.75%+23.8pp | 109.41%-56.8pp | 29.38%+23.2pp |
| Employer contribution / active EE | $1,013 | $2,571-60.6% | $3,653-72.3% | $2,177-53.5% |
| Participant deferral / active EE | $2,164 | $3,108-30.4% | $4,236-48.9% | $3,514-38.4% |
| Admin fee / account holder | $13 | $624-97.9% | $5,794-99.8% | $847-98.4% |