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 3-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 | $544 |
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 | $27,432 | $79,013-65.3% | $100,391-72.7% | $74,495-63.2% |
| Participation rate | 87.6% | 79.5%+8.1pp | 81.5%+6.1pp | 67.2%+20.4pp |
| Annual return | 20.75% | 20.41%+0.3pp | 49.20%-28.5pp | 1364.94%-1344.2pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $11,491 | $7,760+48.1% | $8,082+42.2% | $4,346+164.4% |
| Admin fee / account holder | $2 | $1,320-99.9% | $7,899-100.0% | $1,942-99.9% |