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 7-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 | $2,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,040 | $98,750-73.6% | $149,696-82.6% | $79,858-67.4% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.5%-23.0pp | 69.6%-10.1pp |
| Annual return | 23.56% | 27.43%-3.9pp | 276.60%-253.0pp | 31.71%-8.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,512 | $5,680-3.0% | $6,842-19.4% | $3,740+47.4% |
| Admin fee / account holder | $37 | $6,053-99.4% | $9,309-99.6% | $5,306-99.3% |