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 | $11,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $46,232 | $52,953-12.7% | $172,739-73.2% | $65,185-29.1% |
| Participation rate | 63.5% | 66.2%-2.7pp | 82.6%-19.1pp | 70.2%-6.7pp |
| Annual return | 24.50% | 30.12%-5.6pp | 802.84%-778.3pp | 29.38%-4.9pp |
| Employer contribution / active EE | $2,058 | $2,190-6.0% | $5,143-60.0% | $2,177-5.4% |
| Participant deferral / active EE | $4,015 | $2,471+62.5% | $5,198-22.8% | $3,514+14.3% |
| Admin fee / account holder | $76 | $472-84.0% | $13,954-99.5% | $847-91.1% |