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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,125 |
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 | $72,354 | $72,770-0.6% | $67,652+6.9% | $55,191+31.1% |
| Participation rate | 69.7% | 78.8%-9.1pp | 75.7%-6.0pp | 69.2%+0.5pp |
| Annual return | 3.70% | -3.26%+7.0pp | 6625.04%-6621.3pp | 10.78%-7.1pp |
| Employer contribution / active EE | $1,665 | $1,769-5.9% | $2,266-26.5% | $1,899-12.3% |
| Participant deferral / active EE | $3,243 | $3,408-4.9% | $3,560-8.9% | $3,046+6.4% |
| Admin fee / account holder | $4 | $79-95.1% | $4,821-99.9% | $91-95.8% |