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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,033 |
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 | $79,128 | $73,404+7.8% | $87,100-9.2% | $67,579+17.1% |
| Participation rate | 58.7% | 80.9%-22.2pp | 76.9%-18.2pp | 71.3%-12.6pp |
| Annual return | 20.45% | 48.29%-27.8pp | 28.19%-7.7pp | 378.56%-358.1pp |
| Employer contribution / active EE | $1,026 | $2,014-49.0% | $2,521-59.3% | $2,148-52.2% |
| Participant deferral / active EE | $2,162 | $3,913-44.7% | $4,049-46.6% | $3,539-38.9% |
| Admin fee / account holder | $65 | $142-53.9% | $7,497-99.1% | $142-54.1% |