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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,876 |
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 | $15,245 | $47,126-67.7% | $149,673-89.8% | $74,419-79.5% |
| Participation rate | 67.0% | 63.4%+3.6pp | 78.8%-11.7pp | 70.7%-3.7pp |
| Annual return | 21.52% | 22.75%-1.2pp | 134.42%-112.9pp | 34.38%-12.9pp |
| Employer contribution / active EE | $1,404 | $1,905-26.3% | $4,818-70.9% | $2,637-46.8% |
| Participant deferral / active EE | $2,310 | $2,728-15.3% | $5,680-59.3% | $4,528-49.0% |
| Admin fee / account holder | $74 | $343-78.3% | $13,210-99.4% | $348-78.6% |