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 9-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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,775 |
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 | $32,945 | $82,917-60.3% | $103,333-68.1% | $77,643-57.6% |
| Participation rate | 49.9% | 71.6%-21.7pp | 74.5%-24.7pp | 70.6%-20.7pp |
| Annual return | 14.31% | 19.13%-4.8pp | 24.88%-10.6pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,469 | $3,552-58.6% | $3,868-62.0% | $2,726-46.1% |
| Participant deferral / active EE | $2,683 | $4,108-34.7% | $5,057-46.9% | $4,647-42.3% |
| Admin fee / account holder | $24 | $638-96.2% | $8,355-99.7% | $430-94.3% |