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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $600 |
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 | $46,745 | $58,879-20.6% | $178,490-73.8% | $73,488-36.4% |
| Participation rate | 39.6% | 66.2%-26.6pp | 81.9%-42.3pp | 70.7%-31.1pp |
| Annual return | 11.89% | 24.86%-13.0pp | 151.07%-139.2pp | 28.51%-16.6pp |
| Employer contribution / active EE | $643 | $2,236-71.2% | $5,011-87.2% | $2,270-71.7% |
| Participant deferral / active EE | $957 | $2,567-62.7% | $5,202-81.6% | $3,740-74.4% |
| Admin fee / account holder | $5 | $400-98.8% | $13,984-100.0% | $513-99.1% |