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 |
|---|---|---|
VANTAGE FINANCIAL GROUP2 years Service code 26 · EIN 34-1051417 | Advisory (Participants) | $8,970 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $90 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,105 | $55,449+71.5% | $83,848+13.4% | $56,287+69.0% |
| Participation rate | 24.3% | 68.0%-43.7pp | 76.1%-51.8pp | 69.9%-45.5pp |
| Annual return | -5.48% | -1.38%-4.1pp | 850.88%-856.4pp | -9.96%+4.5pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,112 | $2,935-62.1% | $4,082-72.8% | $3,350-66.8% |
| Admin fee / account holder | $793 | $656+20.9% | $5,478-85.5% | $521+52.3% |