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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,588 | $52,467-56.9% | $57,179-60.5% | $55,167-59.1% |
| Participation rate | 67.9% | 75.8%-8.0pp | 75.3%-7.5pp | 69.0%-1.1pp |
| Annual return | 9.85% | 7.72%+2.1pp | 14.59%-4.7pp | 169.23%-159.4pp |
| Employer contribution / active EE | $3,646 | $2,477+47.2% | $2,682+35.9% | $1,963+85.8% |
| Participant deferral / active EE | $5,445 | $2,830+92.4% | $3,096+75.9% | $3,054+78.3% |
| Admin fee / account holder | $7 | $269-97.3% | $3,139-99.8% | $504-98.6% |