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 8-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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $300 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,334 | $54,237-69.9% | $90,281-81.9% | $67,579-75.8% |
| Participation rate | 1.3% | 68.6%-67.3pp | 73.3%-72.0pp | 71.3%-70.0pp |
| Annual return | 25.78% | 37.27%-11.5pp | 78.10%-52.3pp | 378.56%-352.8pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $78 | $2,625-97.0% | $3,885-98.0% | $3,539-97.8% |
| Admin fee / account holder | $50 | $123-59.5% | $5,351-99.1% | $142-64.9% |