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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,393 |
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 | $65,519 | $65,118+0.6% | $76,768-14.7% | $55,725+17.6% |
| Participation rate | 62.8% | 79.6%-16.8pp | 77.0%-14.2pp | 70.9%-8.1pp |
| Annual return | -5.05% | -1.27%-3.8pp | 2.43%-7.5pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,132 | $1,941-41.7% | $2,485-54.5% | $2,078-45.5% |
| Participant deferral / active EE | $2,390 | $3,688-35.2% | $3,852-38.0% | $3,356-28.8% |
| Admin fee / account holder | $71 | $116-39.0% | $6,675-98.9% | $115-38.7% |