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 9-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 | $4,507 |
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).
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 | $14,064 | $80,753-82.6% | $136,294-89.7% | $62,292-77.4% |
| Participation rate | 58.1% | 73.5%-15.5pp | 81.9%-23.9pp | 69.5%-11.5pp |
| Annual return | 117.92% | 35.83%+82.1pp | 5155.94%-5038.0pp | 28.90%+89.0pp |
| Employer contribution / active EE | $2,251 | $2,884-21.9% | $4,695-52.1% | $2,042+10.2% |
| Participant deferral / active EE | $3,978 | $5,164-23.0% | $6,247-36.3% | $3,169+25.5% |
| Admin fee / account holder | $41 | $525-92.1% | $9,243-99.6% | $479-91.4% |