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 | $300 |
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 | $56,784 | $51,466+10.3% | $78,778-27.9% | $62,292-8.8% |
| Participation rate | 66.2% | 59.8%+6.4pp | 69.2%-3.0pp | 69.5%-3.4pp |
| Annual return | 18.51% | 19.96%-1.4pp | 35.62%-17.1pp | 28.90%-10.4pp |
| Employer contribution / active EE | $2,220 | $827+168.3% | $1,986+11.8% | $2,042+8.7% |
| Participant deferral / active EE | $4,339 | $2,147+102.1% | $2,958+46.7% | $3,169+36.9% |
| Admin fee / account holder | $3 | $489-99.4% | $5,134-99.9% | $479-99.4% |