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 | $1,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $77,885 | $94,529-17.6% | $140,016-44.4% | $64,186+21.3% |
| Participation rate | 66.2% | 84.1%-17.9pp | 87.5%-21.3pp | 69.6%-3.3pp |
| Annual return | -3.95% | 7.77%-11.7pp | 651.12%-655.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,380 | $3,812-63.8% | $5,606-75.4% | $2,381-42.0% |
| Participant deferral / active EE | $2,351 | $5,250-55.2% | $6,927-66.1% | $3,470-32.2% |
| Admin fee / account holder | $15 | $6,741-99.8% | $10,705-99.9% | $4,888-99.7% |