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 Service code 15 · EIN 23-1945930 | Recordkeeping | $5,757 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,518 | $80,753-30.0% | $136,294-58.5% | $62,292-9.3% |
| Participation rate | 68.3% | 73.5%-5.2pp | 81.9%-13.6pp | 69.5%-1.2pp |
| Annual return | 22.58% | 35.83%-13.3pp | 5155.94%-5133.4pp | 28.90%-6.3pp |
| Employer contribution / active EE | $1,836 | $2,884-36.3% | $4,695-60.9% | $2,042-10.1% |
| Participant deferral / active EE | $4,766 | $5,164-7.7% | $6,247-23.7% | $3,169+50.4% |
| Admin fee / account holder | $54 | $525-89.7% | $9,243-99.4% | $479-88.7% |