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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,491 | $39,286-75.8% | $80,716-88.2% | $79,386-88.0% |
| Participation rate | 41.0% | 41.0%0pp | 54.2%-13.2pp | 70.7%-29.7pp |
| Annual return | 16.25% | 98.95%-82.7pp | 87.28%-71.0pp | 116.85%-100.6pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $763 | $1,264-39.6% | $2,146-64.4% | $4,046-81.1% |
| Admin fee / account holder | $19 | $647-97.0% | $3,380-99.4% | $626-96.9% |