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 | $3,890 |
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 | $24,735 | $56,357-56.1% | $104,294-76.3% | $68,494-63.9% |
| Participation rate | 27.1% | 63.3%-36.2pp | 73.3%-46.2pp | 67.9%-40.8pp |
| Annual return | -15.86% | -9.19%-6.7pp | 24.61%-40.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $988 | $1,960-49.6% | $3,372-70.7% | $2,596-61.9% |
| Participant deferral / active EE | $1,432 | $3,077-53.5% | $4,625-69.0% | $4,027-64.4% |
| Admin fee / account holder | $49 | $4,903-99.0% | $7,339-99.3% | $5,403-99.1% |