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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,000 |
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 | $27,415 | $100,801-72.8% | $149,696-81.7% | $73,409-62.7% |
| Participation rate | 88.8% | 77.7%+11.1pp | 82.5%+6.3pp | 72.2%+16.6pp |
| Annual return | 31.11% | 265.34%-234.2pp | 276.60%-245.5pp | 59.29%-28.2pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,503 | $6,404+1.5% | $6,842-5.0% | $3,805+70.9% |
| Admin fee / account holder | $18 | $181-90.2% | $9,309-99.8% | $158-88.8% |