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.3 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.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,271 | $66,310-46.8% | $93,606-62.3% | $65,185-45.9% |
| Participation rate | 35.3% | 74.0%-38.7pp | 75.8%-40.5pp | 70.2%-34.9pp |
| Annual return | 12.31% | 42.58%-30.3pp | 32.76%-20.5pp | 29.38%-17.1pp |
| Employer contribution / active EE | $737 | $2,012-63.4% | $2,718-72.9% | $2,177-66.2% |
| Participant deferral / active EE | $1,037 | $3,342-69.0% | $4,069-74.5% | $3,514-70.5% |
| Admin fee / account holder | $18 | $6,897-99.7% | $7,888-99.8% | $847-97.9% |