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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $655 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,839 | $65,376-78.8% | $87,100-84.1% | $65,185-78.8% |
| Participation rate | 18.9% | 75.3%-56.5pp | 76.9%-58.0pp | 70.2%-51.3pp |
| Annual return | 20.34% | 31.27%-10.9pp | 28.19%-7.9pp | 29.38%-9.0pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $245 | $3,388-92.8% | $4,049-93.9% | $3,514-93.0% |
| Admin fee / account holder | $11 | $520-97.9% | $7,497-99.9% | $847-98.7% |