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 8-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 | $660 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,854 | $80,753-29.6% | $136,294-58.3% | $62,292-8.7% |
| Participation rate | 66.4% | 73.5%-7.2pp | 81.9%-15.5pp | 69.5%-3.1pp |
| Annual return | 26.11% | 35.83%-9.7pp | 5155.94%-5129.8pp | 28.90%-2.8pp |
| Employer contribution / active EE | $2,276 | $2,884-21.1% | $4,695-51.5% | $2,042+11.4% |
| Participant deferral / active EE | $4,935 | $5,164-4.4% | $6,247-21.0% | $3,169+55.7% |
| Admin fee / account holder | $6 | $525-98.9% | $9,243-99.9% | $479-98.7% |