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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,920 |
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 | $19,737 | $73,638-73.2% | $95,952-79.4% | $73,488-73.1% |
| Participation rate | 26.3% | 76.2%-49.9pp | 77.1%-50.8pp | 70.7%-44.4pp |
| Annual return | 19.23% | 16.78%+2.4pp | 91.61%-72.4pp | 28.51%-9.3pp |
| Employer contribution / active EE | $669 | $1,863-64.1% | $2,541-73.7% | $2,270-70.6% |
| Participant deferral / active EE | $1,209 | $3,617-66.6% | $4,167-71.0% | $3,740-67.7% |
| Admin fee / account holder | $110 | $482-77.2% | $6,795-98.4% | $513-78.6% |