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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,704 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,601 | $49,451+32.7% | $79,550-17.5% | $66,914-2.0% |
| Participation rate | 60.9% | 61.3%-0.4pp | 69.5%-8.5pp | 69.8%-8.9pp |
| Annual return | -20.32% | 84.25%-104.6pp | 0.16%-20.5pp | 1.58%-21.9pp |
| Employer contribution / active EE | $2,501 | $1,266+97.6% | $2,413+3.6% | $2,544-1.7% |
| Participant deferral / active EE | $5,665 | $3,159+79.4% | $3,985+42.2% | $4,237+33.7% |
| Admin fee / account holder | $66 | $595-88.9% | $6,832-99.0% | $593-88.9% |