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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $84,966 | $72,254+17.6% | $86,677-2.0% | $64,808+31.1% |
| Participation rate | 51.7% | 80.4%-28.7pp | 76.6%-24.9pp | 71.5%-19.8pp |
| Annual return | -16.11% | 392.42%-408.5pp | 35.91%-52.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,071 | $2,393-55.2% | $2,836-62.2% | $2,506-57.3% |
| Participant deferral / active EE | $2,349 | $4,658-49.6% | $4,656-49.5% | $4,310-45.5% |
| Admin fee / account holder | $101 | $174-42.0% | $7,493-98.7% | $188-46.3% |