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 8-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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,529 | $29,516-44.0% | $77,482-78.7% | $90,288-81.7% |
| Participation rate | 2.4% | 33.7%-31.3pp | 54.2%-51.8pp | 73.4%-71.0pp |
| Annual return | 20.72% | 231.18%-210.5pp | 54.79%-34.1pp | 53.97%-33.2pp |
| Employer contribution / active EE | $49 | $381-87.1% | $986-95.0% | $2,524-98.0% |
| Participant deferral / active EE | $93 | $944-90.2% | $1,861-95.0% | $4,232-97.8% |
| Admin fee / account holder | $12 | $106-88.6% | $2,858-99.6% | $114-89.4% |