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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $810 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $300 |
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.
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 | $32,425 | $69,362-53.3% | $101,248-68.0% | $73,488-55.9% |
| Participation rate | 35.0% | 68.4%-33.4pp | 75.8%-40.8pp | 70.7%-35.7pp |
| Annual return | 13.65% | 18.46%-4.8pp | 46.47%-32.8pp | 28.51%-14.9pp |
| Employer contribution / active EE | $824 | $2,628-68.6% | $3,660-77.5% | $2,270-63.7% |
| Participant deferral / active EE | $1,190 | $3,300-63.9% | $4,370-72.8% | $3,740-68.2% |
| Admin fee / account holder | $13 | $704-98.1% | $5,945-99.8% | $513-97.4% |