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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,155 | $81,474-32.3% | $133,956-58.8% | $73,488-24.9% |
| Participation rate | 32.4% | 76.4%-44.0pp | 79.8%-47.5pp | 70.7%-38.3pp |
| Annual return | 17.20% | 19.40%-2.2pp | 45.09%-27.9pp | 28.51%-11.3pp |
| Employer contribution / active EE | $1,136 | $2,209-48.6% | $3,919-71.0% | $2,270-50.0% |
| Participant deferral / active EE | $1,983 | $3,786-47.6% | $5,048-60.7% | $3,740-47.0% |
| Admin fee / account holder | $118 | $713-83.4% | $8,927-98.7% | $513-76.9% |