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 | $3,391 |
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 | $4,176 | $80,753-94.8% | $136,294-96.9% | $62,292-93.3% |
| Participation rate | 89.1% | 73.5%+15.6pp | 81.9%+7.2pp | 69.5%+19.6pp |
| Annual return | 23.51% | 35.83%-12.3pp | 5155.94%-5132.4pp | 28.90%-5.4pp |
| Employer contribution / active EE | $988 | $2,884-65.7% | $4,695-79.0% | $2,042-51.6% |
| Participant deferral / active EE | $1,410 | $5,164-72.7% | $6,247-77.4% | $3,169-55.5% |
| Admin fee / account holder | $27 | $525-94.9% | $9,243-99.7% | $479-94.4% |