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 | $612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,472 | $35,485-28.2% | $74,550-65.8% | $55,725-54.3% |
| Participation rate | 7.0% | 62.5%-55.6pp | 69.1%-62.2pp | 70.9%-63.9pp |
| Annual return | -6.34% | 0.72%-7.1pp | 32.53%-38.9pp | 244.93%-251.3pp |
| Employer contribution / active EE | $239 | $777-69.3% | $1,961-87.8% | $2,078-88.5% |
| Participant deferral / active EE | $379 | $2,181-82.6% | $3,108-87.8% | $3,356-88.7% |
| Admin fee / account holder | $15 | $114-86.6% | $5,060-99.7% | $115-86.7% |