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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $955 |
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 | $66,014 | $54,045+22.1% | $115,157-42.7% | $65,185+1.3% |
| Participation rate | 47.0% | 63.5%-16.5pp | 75.9%-28.9pp | 70.2%-23.2pp |
| Annual return | 22.74% | 26.55%-3.8pp | 35.60%-12.9pp | 29.38%-6.6pp |
| Employer contribution / active EE | $1,126 | $1,653-31.9% | $3,179-64.6% | $2,177-48.3% |
| Participant deferral / active EE | $2,310 | $2,504-7.8% | $4,168-44.6% | $3,514-34.3% |
| Admin fee / account holder | $17 | $626-97.3% | $7,088-99.8% | $847-98.0% |