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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $27,094 | $61,272-55.8% | $149,673-81.9% | $71,457-62.1% |
| Participation rate | 65.0% | 62.5%+2.5pp | 78.8%-13.7pp | 67.9%-2.9pp |
| Annual return | 10.54% | 35.85%-25.3pp | 134.42%-123.9pp | 28.85%-18.3pp |
| Employer contribution / active EE | $1,399 | $2,378-41.2% | $4,818-71.0% | $2,588-45.9% |
| Participant deferral / active EE | $3,190 | $2,917+9.4% | $5,680-43.8% | $4,289-25.6% |
| Admin fee / account holder | $35 | $1,261-97.2% | $13,210-99.7% | $1,587-97.8% |