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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,142 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,378 | $83,884-68.6% | $64,056-58.8% | $74,419-64.6% |
| Participation rate | 41.2% | 76.6%-35.4pp | 72.3%-31.1pp | 70.7%-29.5pp |
| Annual return | 27.26% | 16.57%+10.7pp | 33.69%-6.4pp | 34.38%-7.1pp |
| Employer contribution / active EE | $894 | $3,084-71.0% | $2,747-67.4% | $2,637-66.1% |
| Participant deferral / active EE | $2,295 | $3,692-37.8% | $3,880-40.8% | $4,528-49.3% |
| Admin fee / account holder | $14 | $196-92.8% | $3,068-99.5% | $348-95.9% |