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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,182 | $55,449-42.0% | $83,848-61.6% | $56,287-42.8% |
| Participation rate | 46.9% | 68.0%-21.2pp | 76.1%-29.3pp | 69.9%-23.0pp |
| Annual return | -4.90% | -1.38%-3.5pp | 850.88%-855.8pp | -9.96%+5.1pp |
| Employer contribution / active EE | $115 | $2,430-95.3% | $3,631-96.8% | $2,111-94.5% |
| Participant deferral / active EE | $2,196 | $2,935-25.2% | $4,082-46.2% | $3,350-34.4% |
| Admin fee / account holder | $95 | $656-85.6% | $5,478-98.3% | $521-81.9% |