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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,498 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,465 | $66,124-55.4% | $90,404-67.4% | $73,488-59.9% |
| Participation rate | 51.0% | 69.7%-18.7pp | 72.7%-21.7pp | 70.7%-19.7pp |
| Annual return | 44.37% | 17.65%+26.7pp | 1293.02%-1248.6pp | 28.51%+15.9pp |
| Employer contribution / active EE | $252 | $2,346-89.3% | $3,262-92.3% | $2,270-88.9% |
| Participant deferral / active EE | $6,520 | $3,039+114.6% | $3,963+64.5% | $3,740+74.4% |
| Admin fee / account holder | $48 | $396-87.8% | $5,611-99.1% | $513-90.5% |