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 4-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 |
|---|---|---|
Service code 27 · EIN 83-2371666 | Advisory (Plan) | $8,634 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,050 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,062 | $50,815-74.3% | $155,509-91.6% | $77,643-83.2% |
| Participation rate | 22.1% | 63.1%-41.0pp | 78.2%-56.1pp | 70.6%-48.5pp |
| Annual return | 20.15% | 34.80%-14.7pp | 64.67%-44.5pp | 31.24%-11.1pp |
| Employer contribution / active EE | $614 | $1,993-69.2% | $4,672-86.9% | $2,726-77.5% |
| Participant deferral / active EE | $1,202 | $2,822-57.4% | $5,626-78.6% | $4,647-74.1% |
| Admin fee / account holder | $81 | $437-81.4% | $15,912-99.5% | $430-81.1% |