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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,299 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,840 | $99,957-56.1% | $149,696-70.7% | $73,488-40.3% |
| Participation rate | 63.0% | 75.7%-12.7pp | 82.5%-19.5pp | 70.7%-7.7pp |
| Annual return | 23.61% | 53.87%-30.3pp | 276.60%-253.0pp | 28.51%-4.9pp |
| Employer contribution / active EE | $3,545 | $3,191+11.1% | $4,644-23.7% | $2,270+56.2% |
| Participant deferral / active EE | $7,759 | $6,073+27.8% | $6,842+13.4% | $3,740+107.5% |
| Admin fee / account holder | $10 | $551-98.2% | $9,309-99.9% | $513-98.0% |