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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,296 |
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 | $51,171 | $66,601-23.2% | $92,893-44.9% | $67,579-24.3% |
| Participation rate | 41.9% | 72.5%-30.6pp | 76.0%-34.1pp | 71.3%-29.4pp |
| Annual return | 21.78% | 92.58%-70.8pp | 109.41%-87.6pp | 378.56%-356.8pp |
| Employer contribution / active EE | $1,099 | $2,775-60.4% | $3,653-69.9% | $2,148-48.9% |
| Participant deferral / active EE | $2,029 | $3,157-35.7% | $4,236-52.1% | $3,539-42.7% |
| Admin fee / account holder | $42 | $199-79.0% | $5,794-99.3% | $142-70.7% |