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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $258 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,598 | $64,286-44.6% | $90,951-60.9% | $73,409-51.5% |
| Participation rate | 7.6% | 63.6%-56.0pp | 69.0%-61.4pp | 72.2%-64.6pp |
| Annual return | 13.13% | 21.45%-8.3pp | 134.60%-121.5pp | 59.29%-46.2pp |
| Employer contribution / active EE | $229 | $895-74.4% | $2,122-89.2% | $2,234-89.7% |
| Participant deferral / active EE | $361 | $2,453-85.3% | $3,373-89.3% | $3,805-90.5% |
| Admin fee / account holder | $5 | $287-98.1% | $5,959-99.9% | $158-96.6% |