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 4-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 | $14,470 |
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.
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 | $7,444 | $29,546-74.8% | $56,441-86.8% | $77,671-90.4% |
| Participation rate | 63.7% | 32.7%+31.0pp | 52.5%+11.2pp | 70.6%-6.9pp |
| Annual return | 15.11% | 19.01%-3.9pp | 1704.21%-1689.1pp | 31.21%-16.1pp |
| Employer contribution / active EE | $613 | $568+7.8% | $1,039-41.0% | $2,726-77.5% |
| Participant deferral / active EE | $1,403 | $1,061+32.3% | $1,953-28.1% | $4,648-69.8% |
| Admin fee / account holder | $52 | $1,046-95.1% | $2,829-98.2% | $430-88.0% |