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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,746 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $114,033 | $123,793-7.9% | $177,821-35.9% | $79,858+42.8% |
| Participation rate | 58.9% | 84.7%-25.8pp | 87.7%-28.8pp | 69.6%-10.7pp |
| Annual return | 9.49% | 22.82%-13.3pp | 48.32%-38.8pp | 31.71%-22.2pp |
| Employer contribution / active EE | $1,366 | $4,095-66.7% | $5,918-76.9% | $2,471-44.7% |
| Participant deferral / active EE | $2,474 | $5,956-58.5% | $7,714-67.9% | $3,740-33.8% |
| Admin fee / account holder | $48 | $7,243-99.3% | $12,427-99.6% | $5,306-99.1% |