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 | $4,494 |
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 | $15,389 | $65,376-76.5% | $87,100-82.3% | $65,185-76.4% |
| Participation rate | 22.5% | 75.3%-52.8pp | 76.9%-54.4pp | 70.2%-47.7pp |
| Annual return | 27.40% | 31.27%-3.9pp | 28.19%-0.8pp | 29.38%-2.0pp |
| Employer contribution / active EE | $581 | $1,822-68.1% | $2,521-77.0% | $2,177-73.3% |
| Participant deferral / active EE | $1,008 | $3,388-70.2% | $4,049-75.1% | $3,514-71.3% |
| Admin fee / account holder | $88 | $520-83.0% | $7,497-98.8% | $847-89.6% |