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 10-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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,045 |
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 | $119,948 | $49,138+144.1% | $84,015+42.8% | $65,185+84.0% |
| Participation rate | 40.0% | 60.7%-20.7pp | 69.0%-29.0pp | 70.2%-30.2pp |
| Annual return | 20.18% | 23.00%-2.8pp | 71.31%-51.1pp | 29.38%-9.2pp |
| Employer contribution / active EE | $347 | $914-62.0% | $1,983-82.5% | $2,177-84.1% |
| Participant deferral / active EE | $2,200 | $2,397-8.2% | $3,239-32.1% | $3,514-37.4% |
| Admin fee / account holder | $105 | $543-80.6% | $6,101-98.3% | $847-87.6% |