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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,867 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,097 | $60,545-45.3% | $92,233-64.1% | $69,631-52.5% |
| Participation rate | 47.4% | 72.2%-24.7pp | 76.5%-29.1pp | 70.7%-23.3pp |
| Annual return | 0.00% | 19.71%-19.7pp | 176.28%-176.3pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $1,085 | $2,633-58.8% | $3,679-70.5% | $2,032-46.6% |
| Participant deferral / active EE | $1,682 | $2,828-40.5% | $3,897-56.8% | $3,224-47.8% |
| Admin fee / account holder | $55 | $145-62.3% | $5,194-98.9% | $110-50.5% |