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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,270 |
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 | $23,610 | $53,136-55.6% | $155,509-84.8% | $199,593-88.2% |
| Participation rate | 15.4% | 64.1%-48.7pp | 78.2%-62.8pp | 72.0%-56.6pp |
| Annual return | 15.41% | 41.15%-25.7pp | 64.67%-49.3pp | 34.25%-18.8pp |
| Employer contribution / active EE | $522 | $1,851-71.8% | $4,672-88.8% | $3,034-82.8% |
| Participant deferral / active EE | $1,091 | $3,161-65.5% | $5,626-80.6% | $5,087-78.5% |
| Admin fee / account holder | $42 | $185-77.1% | $15,912-99.7% | $269-84.2% |