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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,145 |
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 | $47,688 | $91,517-47.9% | $101,248-52.9% | $73,409-35.0% |
| Participation rate | 46.2% | 73.8%-27.5pp | 75.8%-29.6pp | 72.2%-25.9pp |
| Annual return | 12.30% | 17.17%-4.9pp | 46.47%-34.2pp | 59.29%-47.0pp |
| Employer contribution / active EE | $1,134 | $2,877-60.6% | $3,660-69.0% | $2,234-49.2% |
| Participant deferral / active EE | $2,084 | $3,338-37.6% | $4,370-52.3% | $3,805-45.2% |
| Admin fee / account holder | $21 | $216-90.3% | $5,945-99.6% | $158-86.8% |