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 Service code 15 · EIN 23-1945930 | Recordkeeping | $6,442 |
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 | $33,658 | $49,138-31.5% | $84,015-59.9% | $65,185-48.4% |
| Participation rate | 21.4% | 60.7%-39.3pp | 69.0%-47.6pp | 70.2%-48.8pp |
| Annual return | 20.41% | 23.00%-2.6pp | 71.31%-50.9pp | 29.38%-9.0pp |
| Employer contribution / active EE | $525 | $914-42.5% | $1,983-73.5% | $2,177-75.9% |
| Participant deferral / active EE | $723 | $2,397-69.8% | $3,239-77.7% | $3,514-79.4% |
| Admin fee / account holder | $137 | $543-74.8% | $6,101-97.8% | $847-83.8% |