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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $244 |
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.
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 | $166,147 | $56,199+195.6% | $67,652+145.6% | $59,632+178.6% |
| Participation rate | 52.4% | 71.5%-19.0pp | 75.7%-23.2pp | 68.7%-16.2pp |
| Annual return | 0.19% | 18505.31%-18505.1pp | 6625.04%-6624.8pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,000 | $1,614-38.1% | $2,266-55.9% | $2,203-54.6% |
| Participant deferral / active EE | $1,186 | $2,844-58.3% | $3,560-66.7% | $3,192-62.8% |
| Admin fee / account holder | $4 | $3,958-99.9% | $4,821-99.9% | $4,297-99.9% |