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 6-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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,490 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,042 | $94,833-75.7% | $75,696-69.6% | $86,799-73.5% |
| Participation rate | 37.8% | 79.1%-41.3pp | 74.8%-37.1pp | 72.3%-34.5pp |
| Annual return | 30.20% | 16.91%+13.3pp | 104.53%-74.3pp | 97.91%-67.7pp |
| Employer contribution / active EE | $807 | $2,904-72.2% | $2,743-70.6% | $2,405-66.4% |
| Participant deferral / active EE | $2,023 | $3,632-44.3% | $3,821-47.1% | $4,131-51.0% |
| Admin fee / account holder | $14 | $109-87.5% | $3,619-99.6% | $170-92.0% |