Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,882 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,933 | $77,523-13.7% | $100,383-33.3% | $80,874-17.2% |
| Participation rate | 86.0% | 77.0%+9.1pp | 81.5%+4.5pp | 67.6%+18.4pp |
| Annual return | 17.98% | 37.21%-19.2pp | 49.26%-31.3pp | 35.62%-17.6pp |
| Employer contribution / active EE | $234 | $2,801-91.6% | $3,944-94.1% | $2,756-91.5% |
| Participant deferral / active EE | $12,358 | $6,822+81.2% | $8,086+52.8% | $4,297+187.6% |
| Admin fee / account holder | $21 | $5,899-99.6% | $7,900-99.7% | $6,935-99.7% |