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 7-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 | $22,413 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,566 | $88,982-87.0% | $102,438-88.7% | $77,671-85.1% |
| Participation rate | 93.8% | 80.9%+12.9pp | 76.5%+17.3pp | 70.6%+23.2pp |
| Annual return | 17.39% | 25.01%-7.6pp | 29.37%-12.0pp | 31.21%-13.8pp |
| Employer contribution / active EE | $1,691 | $2,698-37.3% | $3,024-44.1% | $2,726-38.0% |
| Participant deferral / active EE | $3,758 | $5,144-26.9% | $5,054-25.6% | $4,648-19.1% |
| Admin fee / account holder | $32 | $236-86.2% | $9,448-99.7% | $430-92.5% |