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 | $990 |
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 | $34,419 | $57,976-40.6% | $62,995-45.4% | $62,292-44.7% |
| Participation rate | 54.7% | 75.9%-21.2pp | 74.8%-20.1pp | 69.5%-14.8pp |
| Annual return | 28.53% | 17.54%+11.0pp | 87.57%-59.0pp | 28.90%-0.4pp |
| Employer contribution / active EE | $1,628 | $2,415-32.6% | $2,759-41.0% | $2,042-20.3% |
| Participant deferral / active EE | $3,394 | $2,956+14.8% | $3,329+2.0% | $3,169+7.1% |
| Admin fee / account holder | $7 | $276-97.3% | $3,600-99.8% | $479-98.5% |