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 | $705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,006 | $65,061-66.2% | $143,757-84.7% | $66,914-67.1% |
| Participation rate | 63.6% | 65.2%-1.6pp | 80.3%-16.7pp | 69.8%-6.2pp |
| Annual return | -14.07% | -11.14%-2.9pp | -0.04%-14.0pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,220 | $2,361-48.3% | $4,951-75.3% | $2,544-52.0% |
| Participant deferral / active EE | $3,027 | $2,919+3.7% | $5,637-46.3% | $4,237-28.6% |
| Admin fee / account holder | $6 | $502-98.8% | $14,673-100.0% | $593-99.0% |