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 10-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 | $20,398 |
PHILIPS & COMPANY ADVISORS4 years Service code 27 1300 SW 5TH AVE · PORTLAND, OR 97201 | Advisory (Plan) | $14,622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,237 | $55,790-53.0% | $76,817-65.8% | $67,579-61.2% |
| Participation rate | 31.2% | 71.1%-39.9pp | 72.1%-40.9pp | 71.3%-40.1pp |
| Annual return | 23.37% | 64.45%-41.1pp | 1166.11%-1142.7pp | 378.56%-355.2pp |
| Employer contribution / active EE | $528 | $1,810-70.8% | $2,302-77.1% | $2,148-75.4% |
| Participant deferral / active EE | $1,312 | $2,875-54.4% | $3,336-60.7% | $3,539-62.9% |
| Admin fee / account holder | $215 | $159+35.0% | $6,420-96.7% | $142+51.0% |