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 | $1,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,465 | $28,109-80.6% | $71,086-92.3% | $56,287-90.3% |
| Participation rate | 57.6% | 40.4%+17.2pp | 54.7%+2.9pp | 69.9%-12.3pp |
| Annual return | -11.16% | -615.05%+603.9pp | 650.59%-661.7pp | -9.96%-1.2pp |
| Employer contribution / active EE | $1,004 | $558+80.0% | $1,088-7.7% | $2,111-52.5% |
| Participant deferral / active EE | $1,182 | $1,116+5.9% | $1,874-36.9% | $3,350-64.7% |
| Admin fee / account holder | $14 | $585-97.6% | $3,082-99.6% | $521-97.3% |