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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,227 | $51,244-62.5% | $80,975-76.3% | $55,167-65.1% |
| Participation rate | 59.0% | 71.7%-12.7pp | 75.8%-16.9pp | 69.0%-10.0pp |
| Annual return | 0.00% | 17.39%-17.4pp | 17.10%-17.1pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,630 | $4,418+72.7% | $5,696+33.9% | $3,054+149.8% |
| Admin fee / account holder | $2 | $398-99.6% | $5,516-100.0% | $504-99.7% |