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 9-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 | $4,651 |
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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,521 | $64,909-76.1% | $82,313-81.1% | $62,292-75.1% |
| Participation rate | 45.8% | 74.9%-29.1pp | 76.9%-31.1pp | 69.5%-23.7pp |
| Annual return | 29.23% | 21.18%+8.0pp | 25.88%+3.4pp | 28.90%+0.3pp |
| Employer contribution / active EE | $1,123 | $1,676-33.0% | $2,428-53.8% | $2,042-45.0% |
| Participant deferral / active EE | $2,103 | $3,103-32.2% | $3,706-43.2% | $3,169-33.6% |
| Admin fee / account holder | $38 | $440-91.3% | $5,608-99.3% | $479-92.0% |