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 | $14,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,006 | $185,342-47.7% | $111,297-12.8% | $86,799+11.8% |
| Participation rate | 59.2% | 81.0%-21.8pp | 77.3%-18.2pp | 72.3%-13.1pp |
| Annual return | 10.96% | 500.80%-489.8pp | 54.65%-43.7pp | 97.91%-86.9pp |
| Employer contribution / active EE | $1,173 | $2,246-47.8% | $2,731-57.1% | $2,405-51.2% |
| Participant deferral / active EE | $2,435 | $4,458-45.4% | $4,487-45.7% | $4,131-41.0% |
| Admin fee / account holder | $53 | $255-79.3% | $7,964-99.3% | $170-68.7% |