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 3-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+ years Filed as: THE VANGUARD GROUP INC. Service code 37 · EIN 23-1945930 | Loan Processing | $240 |
ASCENSUS LLC1+ years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,455 | $79,124-47.6% | $60,874-31.9% | $64,808-36.0% |
| Participation rate | 24.9% | 77.7%-52.9pp | 73.1%-48.2pp | 71.5%-46.6pp |
| Annual return | 0.00% | -7.13%+7.1pp | 16.90%-16.9pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1,194 | $3,050-60.8% | $2,701-55.8% | $2,506-52.3% |
| Participant deferral / active EE | $2,070 | $3,725-44.4% | $3,817-45.8% | $4,310-52.0% |
| Admin fee / account holder | $2 | $106-98.4% | $3,224-99.9% | $188-99.1% |