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 10-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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $128,216 | $86,655+48.0% | $119,609+7.2% | $66,914+91.6% |
| Participation rate | 38.0% | 75.6%-37.6pp | 79.3%-41.2pp | 69.8%-31.8pp |
| Annual return | -16.26% | -8.00%-8.3pp | -14.97%-1.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $580 | $2,536-77.1% | $4,232-86.3% | $2,544-77.2% |
| Participant deferral / active EE | $2,984 | $4,358-31.5% | $5,602-46.7% | $4,237-29.6% |
| Admin fee / account holder | $48 | $755-93.6% | $10,323-99.5% | $593-91.8% |