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.2 years Filed as: THE VANGUARD GROUP INC. Service code 25 · EIN 23-1945930 | Directed Trustee | $20,968 |
HARTLAND & CO1 year Filed as: HARTLAND & CO, LLC Service code 27 · EIN 34-1597728 | Advisory (Plan) | $12,750 |
THE VANGUARD GROUP, INC.4+ years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,413 | $134,045-43.0% | $80,019-4.5% | $75,289+1.5% |
| Participation rate | 55.4% | 85.8%-30.4pp | 75.8%-20.5pp | 72.4%-17.1pp |
| Annual return | -2.85% | -0.56%-2.3pp | 11.22%-14.1pp | -0.04%-2.8pp |
| Employer contribution / active EE | $858 | $3,492-75.4% | $2,468-65.2% | $2,405-64.3% |
| Participant deferral / active EE | $2,917 | $4,976-41.4% | $3,686-20.9% | $3,739-22.0% |
| Admin fee / account holder | $23 | $124-81.3% | $6,521-99.6% | $102-77.4% |