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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $40,399 | $52,953-23.7% | $172,739-76.6% | $65,185-38.0% |
| Participation rate | 44.5% | 66.2%-21.7pp | 82.6%-38.1pp | 70.2%-25.7pp |
| Annual return | 21.31% | 30.12%-8.8pp | 802.84%-781.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $644 | $2,190-70.6% | $5,143-87.5% | $2,177-70.4% |
| Participant deferral / active EE | $949 | $2,471-61.6% | $5,198-81.7% | $3,514-73.0% |
| Admin fee / account holder | $5 | $472-99.0% | $13,954-100.0% | $847-99.5% |