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 | $555 |
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 | $81,652 | $59,328+37.6% | $118,925-31.3% | $73,488+11.1% |
| Participation rate | 39.1% | 62.3%-23.2pp | 75.4%-36.3pp | 70.7%-31.6pp |
| Annual return | 15.08% | 19.13%-4.1pp | 35.88%-20.8pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,007 | $1,803-44.2% | $3,263-69.1% | $2,270-55.6% |
| Participant deferral / active EE | $2,184 | $2,604-16.1% | $4,265-48.8% | $3,740-41.6% |
| Admin fee / account holder | $10 | $600-98.3% | $6,581-99.8% | $513-98.1% |