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 8-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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,775 |
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 | $9,993 | $47,722-79.1% | $82,719-87.9% | $64,808-84.6% |
| Participation rate | 61.2% | 67.6%-6.4pp | 72.6%-11.3pp | 71.5%-10.2pp |
| Annual return | -15.80% | -13.05%-2.7pp | 701.18%-717.0pp | 32.82%-48.6pp |
| Employer contribution / active EE | $406 | $2,179-81.4% | $3,009-86.5% | $2,506-83.8% |
| Participant deferral / active EE | $789 | $3,329-76.3% | $4,395-82.0% | $4,310-81.7% |
| Admin fee / account holder | $14 | $143-90.1% | $5,329-99.7% | $188-92.4% |