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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,745 | $82,917-48.4% | $103,333-58.6% | $77,643-44.9% |
| Participation rate | 22.4% | 71.6%-49.2pp | 74.5%-52.1pp | 70.6%-48.2pp |
| Annual return | 29.67% | 19.13%+10.5pp | 24.88%+4.8pp | 31.24%-1.6pp |
| Employer contribution / active EE | $1,090 | $3,552-69.3% | $3,868-71.8% | $2,726-60.0% |
| Participant deferral / active EE | $1,355 | $4,108-67.0% | $5,057-73.2% | $4,647-70.9% |
| Admin fee / account holder | $15 | $638-97.6% | $8,355-99.8% | $430-96.4% |