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 | $10,233 |
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.
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 | $48,165 | $36,916+30.5% | $156,549-69.2% | $57,658-16.5% |
| Participation rate | 14.0% | 63.4%-49.5pp | 84.0%-70.0pp | 70.2%-56.3pp |
| Annual return | 7.70% | 12.38%-4.7pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $246 | $1,571-84.4% | $5,501-95.5% | $1,974-87.6% |
| Participant deferral / active EE | $447 | $1,926-76.8% | $4,871-90.8% | $3,061-85.4% |
| Admin fee / account holder | $120 | $82+45.9% | $13,027-99.1% | $95+27.4% |