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.2+ years Filed as: THE VANGUARD GROUP INC. Service code 37 · EIN 23-1945930 | Loan Processing | $985 |
ASCENSUS LLC2+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,001 | $83,884-36.8% | $64,056-17.3% | $74,419-28.8% |
| Participation rate | 24.7% | 76.6%-51.9pp | 72.3%-47.6pp | 70.7%-46.0pp |
| Annual return | 23.73% | 16.57%+7.2pp | 33.69%-10.0pp | 34.38%-10.7pp |
| Employer contribution / active EE | $864 | $3,084-72.0% | $2,747-68.6% | $2,637-67.3% |
| Participant deferral / active EE | $1,793 | $3,692-51.4% | $3,880-53.8% | $4,528-60.4% |
| Admin fee / account holder | $5 | $196-97.3% | $3,068-99.8% | $348-98.5% |