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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $180 |
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 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 | $44,724 | $77,660-42.4% | $109,143-59.0% | $79,386-43.7% |
| Participation rate | 36.5% | 67.8%-31.3pp | 75.9%-39.4pp | 70.7%-34.2pp |
| Annual return | 24.10% | 23.44%+0.7pp | 25.75%-1.7pp | 116.85%-92.8pp |
| Employer contribution / active EE | $1,354 | $2,797-51.6% | $3,722-63.6% | $2,427-44.2% |
| Participant deferral / active EE | $2,974 | $3,518-15.5% | $4,653-36.1% | $4,046-26.5% |
| Admin fee / account holder | $2 | $732-99.7% | $6,752-100.0% | $626-99.6% |