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 | $4,844 |
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 | $98,190 | $79,519+23.5% | $95,952+2.3% | $73,409+33.8% |
| Participation rate | 69.4% | 81.2%-11.8pp | 77.1%-7.7pp | 72.2%-2.8pp |
| Annual return | 14.44% | 19.20%-4.8pp | 91.61%-77.2pp | 59.29%-44.8pp |
| Employer contribution / active EE | $1,848 | $2,048-9.7% | $2,541-27.3% | $2,234-17.3% |
| Participant deferral / active EE | $4,216 | $4,138+1.9% | $4,167+1.2% | $3,805+10.8% |
| Admin fee / account holder | $4 | $184-98.1% | $6,795-99.9% | $158-97.8% |