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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,059 | $66,750+0.5% | $105,722-36.6% | $57,658+16.3% |
| Participation rate | 46.5% | 79.2%-32.6pp | 78.9%-32.4pp | 70.2%-23.7pp |
| Annual return | 7.16% | 10.99%-3.8pp | 12.25%-5.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $3 | $3,766-99.9% | $4,079-99.9% | $1,974-99.8% |
| Participant deferral / active EE | $2,919 | $4,933-40.8% | $5,326-45.2% | $3,061-4.6% |
| Admin fee / account holder | $123 | $88+39.8% | $8,308-98.5% | $95+29.9% |