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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $435 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,464 | $70,908-65.5% | $98,907-75.3% | $73,488-66.7% |
| Participation rate | 26.4% | 73.8%-47.4pp | 76.0%-49.6pp | 70.7%-44.3pp |
| Annual return | 23.38% | 34.17%-10.8pp | 196.43%-173.0pp | 28.51%-5.1pp |
| Employer contribution / active EE | $922 | $2,036-54.7% | $2,689-65.7% | $2,270-59.4% |
| Participant deferral / active EE | $1,539 | $3,500-56.0% | $4,244-63.7% | $3,740-58.8% |
| Admin fee / account holder | $8 | $535-98.5% | $6,642-99.9% | $513-98.5% |