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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $660 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,040 | $63,299-44.6% | $91,001-61.5% | $62,292-43.7% |
| Participation rate | 41.3% | 73.3%-32.0pp | 75.6%-34.3pp | 69.5%-28.2pp |
| Annual return | 11.51% | 20.99%-9.5pp | 4.60%+6.9pp | 28.90%-17.4pp |
| Employer contribution / active EE | $658 | $1,807-63.6% | $2,456-73.2% | $2,042-67.8% |
| Participant deferral / active EE | $886 | $2,943-69.9% | $3,547-75.0% | $3,169-72.1% |
| Admin fee / account holder | $12 | $468-97.5% | $5,417-99.8% | $479-97.6% |