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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,314 |
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 | $53,793 | $65,223-17.5% | $80,019-32.8% | $55,725-3.5% |
| Participation rate | 52.4% | 80.6%-28.2pp | 75.8%-23.4pp | 70.9%-18.5pp |
| Annual return | -3.41% | 7.59%-11.0pp | 11.22%-14.6pp | 244.93%-248.3pp |
| Employer contribution / active EE | $767 | $2,544-69.9% | $2,468-68.9% | $2,078-63.1% |
| Participant deferral / active EE | $3,551 | $3,881-8.5% | $3,686-3.7% | $3,356+5.8% |
| Admin fee / account holder | $100 | $114-12.5% | $6,521-98.5% | $115-13.2% |