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 | $1,050 |
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.
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 | $30,977 | $58,083-46.7% | $80,019-61.3% | $56,287-45.0% |
| Participation rate | 39.6% | 73.6%-34.0pp | 75.8%-36.2pp | 69.9%-30.2pp |
| Annual return | -1.17% | 34.61%-35.8pp | 11.22%-12.4pp | -9.96%+8.8pp |
| Employer contribution / active EE | $784 | $1,932-59.4% | $2,468-68.2% | $2,111-62.8% |
| Participant deferral / active EE | $1,047 | $3,135-66.6% | $3,686-71.6% | $3,350-68.7% |
| Admin fee / account holder | $19 | $623-96.9% | $6,521-99.7% | $521-96.3% |