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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $20,689 | $44,734-53.8% | $99,443-79.2% | $67,579-69.4% |
| Participation rate | 52.8% | 66.2%-13.4pp | 73.8%-21.0pp | 71.3%-18.5pp |
| Annual return | 115.89% | 32.45%+83.4pp | 30.72%+85.2pp | 378.56%-262.7pp |
| Employer contribution / active EE | $1,930 | $1,261+53.1% | $2,540-24.0% | $2,148-10.2% |
| Participant deferral / active EE | $3,655 | $2,731+33.9% | $3,619+1.0% | $3,539+3.3% |
| Admin fee / account holder | $3 | $120-97.7% | $6,250-100.0% | $142-98.1% |