See peer percentile detail. $4.99 for your first month.
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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.1 year Service code 12 · EIN 23-1945930 | Contract Administrator; Recordkeeping... | $6,427 |
PBMARES, LLP1 year Filed as: PBMARES LLP Service code 10 · EIN 54-0737372 | Accounting | $5,610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,713 | $59,159-53.2% | $159,960-82.7% | $66,914-58.6% |
| Participation rate | 45.8% | 68.1%-22.3pp | 78.0%-32.2pp | 69.8%-24.0pp |
| Annual return | -18.24% | -12.26%-6.0pp | 408.60%-426.8pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,787 | $1,983-9.9% | $4,226-57.7% | $2,544-29.8% |
| Participant deferral / active EE | $3,414 | $4,395-22.3% | $6,182-44.8% | $4,237-19.4% |
| Admin fee / account holder | $44 | $591-92.5% | $8,698-99.5% | $593-92.5% |