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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,049 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $11,020 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 56401 | Contract Administrator | $3,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,719 | $52,208-48.8% | $86,612-69.2% | $74,419-64.1% |
| Participation rate | 37.9% | 66.3%-28.4pp | 71.7%-33.8pp | 70.7%-32.8pp |
| Annual return | 271.60% | 44.46%+227.1pp | 591.07%-319.5pp | 34.38%+237.2pp |
| Employer contribution / active EE | $990 | $2,282-56.6% | $3,022-67.2% | $2,637-62.5% |
| Participant deferral / active EE | $1,790 | $3,383-47.1% | $4,438-59.7% | $4,528-60.5% |
| Admin fee / account holder | $142 | $319-55.4% | $5,614-97.5% | $348-59.2% |