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 | $2,820 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,040 | $92,971-59.1% | $96,683-60.7% | $74,419-48.9% |
| Participation rate | 36.0% | 71.5%-35.5pp | 74.3%-38.3pp | 70.7%-34.7pp |
| Annual return | 131.54% | 37.49%+94.1pp | 35.69%+95.8pp | 34.38%+97.2pp |
| Employer contribution / active EE | $1,651 | $3,426-51.8% | $3,737-55.8% | $2,637-37.4% |
| Participant deferral / active EE | $2,041 | $3,970-48.6% | $4,878-58.2% | $4,528-54.9% |
| Admin fee / account holder | $22 | $633-96.6% | $6,730-99.7% | $348-93.8% |