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 9-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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,008 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,104 | $61,156-70.4% | $185,823-90.3% | $79,386-77.2% |
| Participation rate | 57.3% | 66.6%-9.3pp | 81.7%-24.4pp | 70.7%-13.4pp |
| Annual return | 31.52% | 19.45%+12.1pp | 122.05%-90.5pp | 116.85%-85.3pp |
| Employer contribution / active EE | $1,195 | $2,321-48.5% | $5,167-76.9% | $2,427-50.8% |
| Participant deferral / active EE | $2,057 | $2,789-26.2% | $5,568-63.1% | $4,046-49.1% |
| Admin fee / account holder | $25 | $710-96.5% | $16,237-99.8% | $626-96.1% |