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 9-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 | $30,838 |
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 | $52,410 | $75,284-30.4% | $91,001-42.4% | $69,631-24.7% |
| Participation rate | 55.1% | 80.4%-25.3pp | 75.6%-20.5pp | 70.7%-15.6pp |
| Annual return | 16.64% | 48.40%-31.8pp | 4.60%+12.0pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $644 | $2,473-74.0% | $2,456-73.8% | $2,032-68.3% |
| Participant deferral / active EE | $3,201 | $3,700-13.5% | $3,547-9.8% | $3,224-0.7% |
| Admin fee / account holder | $102 | $111-7.5% | $5,417-98.1% | $110-7.4% |