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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,100 |
AMERICAN REALTY ADVISORS1 year Filed as: THE AMERICAN AUDITORS GROUP LLC Service code 10 PO BOX 48056 · SPOKANE, WA 99228 | Accounting | $3,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $12,048 | $46,292-74.0% | $143,757-91.6% | $64,808-81.4% |
| Participation rate | 66.5% | 64.2%+2.3pp | 80.3%-13.8pp | 71.5%-4.9pp |
| Annual return | -17.11% | -10.05%-7.1pp | -0.04%-17.1pp | 32.82%-49.9pp |
| Employer contribution / active EE | $1,503 | $1,910-21.3% | $4,951-69.6% | $2,506-40.0% |
| Participant deferral / active EE | $2,203 | $2,646-16.7% | $5,637-60.9% | $4,310-48.9% |
| Admin fee / account holder | $45 | $154-70.7% | $14,673-99.7% | $188-76.0% |