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 6-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,432 | $56,972-83.4% | $182,532-94.8% | $65,185-85.5% |
| Participation rate | 24.2% | 66.5%-42.3pp | 78.0%-53.8pp | 70.2%-46.0pp |
| Annual return | 0.00% | 27.67%-27.7pp | 148.54%-148.5pp | 29.38%-29.4pp |
| Employer contribution / active EE | $696 | $1,615-56.9% | $4,076-82.9% | $2,177-68.0% |
| Participant deferral / active EE | $1,499 | $3,526-57.5% | $5,524-72.9% | $3,514-57.3% |
| Admin fee / account holder | $81 | $528-84.7% | $8,592-99.1% | $847-90.5% |