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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $11,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
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 | $32,030 | $89,355-64.2% | $141,162-77.3% | $72,985-56.1% |
| Participation rate | 56.7% | 75.1%-18.4pp | 82.5%-25.8pp | 69.5%-12.8pp |
| Annual return | 27.34% | 111.85%-84.5pp | 71.39%-44.1pp | 81.00%-53.7pp |
| Employer contribution / active EE | $1,539 | $3,114-50.6% | $4,735-67.5% | $2,440-36.9% |
| Participant deferral / active EE | $6,017 | $5,418+11.1% | $6,709-10.3% | $3,607+66.8% |
| Admin fee / account holder | $150 | $5,958-97.5% | $10,261-98.5% | $5,124-97.1% |