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 | $13,177 |
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 | $66,864 | $89,652-25.4% | $141,162-52.6% | $65,185+2.6% |
| Participation rate | 67.5% | 74.7%-7.2pp | 82.5%-14.9pp | 70.2%-2.7pp |
| Annual return | 28.32% | 32.79%-4.5pp | 71.39%-43.1pp | 29.38%-1.1pp |
| Employer contribution / active EE | $2,006 | $3,065-34.5% | $4,735-57.6% | $2,177-7.8% |
| Participant deferral / active EE | $5,018 | $5,691-11.8% | $6,709-25.2% | $3,514+42.8% |
| Admin fee / account holder | $99 | $569-82.6% | $10,261-99.0% | $847-88.3% |