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 4-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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,880 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,582 | $47,126-52.1% | $149,673-84.9% | $74,419-69.7% |
| Participation rate | 23.3% | 63.4%-40.1pp | 78.8%-55.5pp | 70.7%-47.5pp |
| Annual return | 48.03% | 22.75%+25.3pp | 134.42%-86.4pp | 34.38%+13.7pp |
| Employer contribution / active EE | $1,018 | $1,905-46.6% | $4,818-78.9% | $2,637-61.4% |
| Participant deferral / active EE | $2,207 | $2,728-19.1% | $5,680-61.1% | $4,528-51.3% |
| Admin fee / account holder | $37 | $343-89.1% | $13,210-99.7% | $348-89.3% |