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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $375 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,368 | $86,655-69.6% | $119,609-78.0% | $66,914-60.6% |
| Participation rate | 32.5% | 75.6%-43.1pp | 79.3%-46.8pp | 69.8%-37.3pp |
| Annual return | -17.96% | -8.00%-10.0pp | -14.97%-3.0pp | 1.58%-19.5pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,228 | $4,358-71.8% | $5,602-78.1% | $4,237-71.0% |
| Admin fee / account holder | $45 | $755-94.0% | $10,323-99.6% | $593-92.4% |