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 7-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 | $22,481 |
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 | $34,996 | $89,248-60.8% | $136,007-74.3% | $74,495-53.0% |
| Participation rate | 53.7% | 69.4%-15.7pp | 76.5%-22.7pp | 67.2%-13.5pp |
| Annual return | 24.31% | 22.76%+1.5pp | 579.32%-555.0pp | 1364.94%-1340.6pp |
| Employer contribution / active EE | $1,446 | $2,838-49.1% | $4,217-65.7% | $2,623-44.9% |
| Participant deferral / active EE | $2,432 | $4,598-47.1% | $7,025-65.4% | $4,346-44.0% |
| Admin fee / account holder | $128 | $1,545-91.7% | $6,858-98.1% | $1,942-93.4% |