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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,702 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,410 | $86,332-85.6% | $125,175-90.1% | $65,185-81.0% |
| Participation rate | 39.5% | 75.3%-35.8pp | 79.8%-40.3pp | 70.2%-30.7pp |
| Annual return | 71.90% | 27.43%+44.5pp | 43.79%+28.1pp | 29.38%+42.5pp |
| Employer contribution / active EE | $964 | $2,040-52.7% | $3,865-75.1% | $2,177-55.7% |
| Participant deferral / active EE | $1,549 | $3,537-56.2% | $4,937-68.6% | $3,514-55.9% |
| Admin fee / account holder | $33 | $609-94.5% | $9,702-99.7% | $847-96.1% |