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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,865 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $5,706 |
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 | $14,916 | $88,083-83.1% | $164,813-90.9% | $74,495-80.0% |
| Participation rate | 57.1% | 73.0%-15.9pp | 78.6%-21.5pp | 67.2%-10.1pp |
| Annual return | 16.12% | 17.26%-1.1pp | 69.93%-53.8pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,372 | $2,593-47.1% | $4,341-68.4% | $2,623-47.7% |
| Participant deferral / active EE | $2,337 | $4,498-48.0% | $6,031-61.2% | $4,346-46.2% |
| Admin fee / account holder | $93 | $2,234-95.9% | $12,690-99.3% | $1,942-95.2% |