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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,048 | $69,159-29.1% | $125,175-60.8% | $67,579-27.4% |
| Participation rate | 22.7% | 78.2%-55.5pp | 79.8%-57.1pp | 71.3%-48.6pp |
| Annual return | 18.03% | 27.12%-9.1pp | 43.79%-25.8pp | 378.56%-360.5pp |
| Employer contribution / active EE | $829 | $2,023-59.0% | $3,865-78.6% | $2,148-61.4% |
| Participant deferral / active EE | $1,624 | $3,700-56.1% | $4,937-67.1% | $3,539-54.1% |
| Admin fee / account holder | $136 | $142-4.3% | $9,702-98.6% | $142-4.7% |