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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,385 |
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 | $81,122 | $105,247-22.9% | $87,100-6.9% | $77,787+4.3% |
| Participation rate | 69.5% | 85.8%-16.3pp | 76.9%-7.3pp | 73.2%-3.7pp |
| Annual return | 24.94% | 24.52%+0.4pp | 28.19%-3.3pp | 32.57%-7.6pp |
| Employer contribution / active EE | $1,960 | $2,895-32.3% | $2,521-22.3% | $2,504-21.7% |
| Participant deferral / active EE | $4,064 | $5,060-19.7% | $4,049+0.4% | $3,967+2.4% |
| Admin fee / account holder | $7 | $104-93.3% | $7,497-99.9% | $100-93.0% |