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 7-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 | $780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
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 | $16,056 | $66,124-75.7% | $90,404-82.2% | $73,488-78.2% |
| Participation rate | 24.5% | 69.7%-45.2pp | 72.7%-48.2pp | 70.7%-46.2pp |
| Annual return | 47.97% | 17.65%+30.3pp | 1293.02%-1245.1pp | 28.51%+19.5pp |
| Employer contribution / active EE | $807 | $2,346-65.6% | $3,262-75.3% | $2,270-64.4% |
| Participant deferral / active EE | $1,752 | $3,039-42.3% | $3,963-55.8% | $3,740-53.1% |
| Admin fee / account holder | $19 | $396-95.3% | $5,611-99.7% | $513-96.4% |