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 year Filed as: THE VANGAURD GROUP Service code 15 · EIN 23-1954593 | Recordkeeping | $210 |
Service code 15 · EIN 31-1582098 | Recordkeeping | $200 |
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 | $27,768 | $89,652-69.0% | $141,162-80.3% | $65,185-57.4% |
| Participation rate | 48.0% | 74.7%-26.7pp | 82.5%-34.5pp | 70.2%-22.2pp |
| Annual return | 32.71% | 32.79%-0.1pp | 71.39%-38.7pp | 29.38%+3.3pp |
| Employer contribution / active EE | $959 | $3,065-68.7% | $4,735-79.7% | $2,177-55.9% |
| Participant deferral / active EE | $2,278 | $5,691-60.0% | $6,709-66.0% | $3,514-35.2% |
| Admin fee / account holder | $232 | $569-59.3% | $10,261-97.7% | $847-72.7% |