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 | $152 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,874 | $59,186-64.7% | $76,768-72.8% | $56,287-62.9% |
| Participation rate | 23.9% | 75.2%-51.3pp | 77.0%-53.0pp | 69.9%-45.9pp |
| Annual return | 5.44% | 6.62%-1.2pp | 2.43%+3.0pp | -9.96%+15.4pp |
| Employer contribution / active EE | $850 | $1,759-51.6% | $2,485-65.8% | $2,111-59.7% |
| Participant deferral / active EE | $1,230 | $3,255-62.2% | $3,852-68.1% | $3,350-63.3% |
| Admin fee / account holder | $88 | $489-82.1% | $6,675-98.7% | $521-83.1% |