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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $435 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,915 | $58,879-25.4% | $178,490-75.4% | $73,488-40.2% |
| Participation rate | 64.3% | 66.2%-1.9pp | 81.9%-17.6pp | 70.7%-6.3pp |
| Annual return | 18.81% | 24.86%-6.1pp | 151.07%-132.3pp | 28.51%-9.7pp |
| Employer contribution / active EE | $2,001 | $2,236-10.5% | $5,011-60.1% | $2,270-11.9% |
| Participant deferral / active EE | $3,508 | $2,567+36.6% | $5,202-32.6% | $3,740-6.2% |
| Admin fee / account holder | $4 | $400-98.9% | $13,984-100.0% | $513-99.2% |