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 | $61,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,139 | $82,972-83.0% | $103,374-86.3% | $77,671-81.8% |
| Participation rate | 59.4% | 71.5%-12.1pp | 74.5%-15.1pp | 70.6%-11.2pp |
| Annual return | 22.43% | 19.14%+3.3pp | 24.89%-2.5pp | 31.21%-8.8pp |
| Employer contribution / active EE | $1,491 | $3,554-58.1% | $3,869-61.5% | $2,726-45.3% |
| Participant deferral / active EE | $2,325 | $4,108-43.4% | $5,058-54.0% | $4,648-50.0% |
| Admin fee / account holder | $89 | $639-86.0% | $8,394-98.9% | $430-79.3% |