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.
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 | $4,156 | $48,576-91.4% | $169,463-97.5% | $56,287-92.6% |
| Participation rate | 67.5% | 65.8%+1.6pp | 77.8%-10.3pp | 69.9%-2.4pp |
| Annual return | 10.29% | -2.51%+12.8pp | 1.83%+8.5pp | -9.96%+20.2pp |
| Employer contribution / active EE | $466 | $1,559-70.1% | $4,159-88.8% | $2,111-77.9% |
| Participant deferral / active EE | $642 | $3,275-80.4% | $5,277-87.8% | $3,350-80.8% |
| Admin fee / account holder | $6 | $435-98.7% | $9,109-99.9% | $521-98.9% |