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 5-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 | $5,616 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,036 | $56,485-57.4% | $185,823-87.1% | $86,799-72.3% |
| Participation rate | 24.0% | 65.5%-41.5pp | 81.7%-57.7pp | 72.3%-48.3pp |
| Annual return | 13.51% | 118.04%-104.5pp | 122.05%-108.5pp | 97.91%-84.4pp |
| Employer contribution / active EE | $218 | $1,843-88.2% | $5,167-95.8% | $2,405-90.9% |
| Participant deferral / active EE | $1,079 | $2,553-57.7% | $5,568-80.6% | $4,131-73.9% |
| Admin fee / account holder | $20 | $150-86.5% | $16,237-99.9% | $170-88.1% |