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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,440 |
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 | $14,402 | $55,453-74.0% | $170,442-91.6% | $62,292-76.9% |
| Participation rate | 34.1% | 66.4%-32.3pp | 83.6%-49.5pp | 69.5%-35.5pp |
| Annual return | 18.84% | 21.38%-2.5pp | 205.93%-187.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $359 | $2,164-83.4% | $5,433-93.4% | $2,042-82.4% |
| Participant deferral / active EE | $718 | $2,303-68.8% | $4,939-85.5% | $3,169-77.3% |
| Admin fee / account holder | $17 | $455-96.3% | $13,880-99.9% | $479-96.5% |