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 | $1,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,330 | $49,138+16.7% | $84,015-31.8% | $65,185-12.0% |
| Participation rate | 58.1% | 60.7%-2.6pp | 69.0%-10.9pp | 70.2%-12.1pp |
| Annual return | 36.14% | 23.00%+13.1pp | 71.31%-35.2pp | 29.38%+6.8pp |
| Employer contribution / active EE | $2,017 | $914+120.8% | $1,983+1.7% | $2,177-7.3% |
| Participant deferral / active EE | $4,374 | $2,397+82.5% | $3,239+35.1% | $3,514+24.5% |
| Admin fee / account holder | $11 | $543-98.0% | $6,101-99.8% | $847-98.7% |