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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $750 |
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 | $65,646 | $62,132+5.7% | $185,823-64.7% | $73,488-10.7% |
| Participation rate | 42.7% | 67.8%-25.1pp | 78.0%-35.3pp | 70.7%-28.0pp |
| Annual return | 16.58% | 20.44%-3.9pp | 35.95%-19.4pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,137 | $1,681-32.4% | $4,087-72.2% | $2,270-49.9% |
| Participant deferral / active EE | $3,135 | $3,711-15.5% | $5,632-44.3% | $3,740-16.2% |
| Admin fee / account holder | $13 | $419-97.0% | $9,500-99.9% | $513-97.5% |