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 | $1,649 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,936 | $66,310-76.0% | $93,606-83.0% | $65,185-75.6% |
| Participation rate | 36.5% | 74.0%-37.5pp | 75.8%-39.3pp | 70.2%-33.7pp |
| Annual return | 26.47% | 42.58%-16.1pp | 32.76%-6.3pp | 29.38%-2.9pp |
| Employer contribution / active EE | $1,049 | $2,012-47.9% | $2,718-61.4% | $2,177-51.8% |
| Participant deferral / active EE | $1,454 | $3,342-56.5% | $4,069-64.3% | $3,514-58.6% |
| Admin fee / account holder | $34 | $6,897-99.5% | $7,888-99.6% | $847-96.0% |